How will Europe respond to U.S. tariff threats?

How will Europe respond to U.S. tariff threats?

February 20, 2025 |Frédérique Carrier

For the European Union, the economic impact of U.S. tariffs will depend on their level and duration. We investigate the implications of rapidly changing U.S. trade policies, and explore how the EU may respond.

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Focus on earnings season

Focus on earnings season

February 18, 2025 |Kelly Bogdanova

Washington, D.C. policy decisions have been in the spotlight of late, but we think investors should not take their eyes off the results and clues coming from Q4 earnings season.

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The U.S. deficit, interest rates, and private sector interplay

The U.S. deficit, interest rates, and private sector interplay

February 07, 2025 |Atul Bhatia, CFA

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

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Tariffs’ leverage extends far beyond trade

Tariffs’ leverage extends far beyond trade

February 05, 2025 |Atul Bhatia, CFA

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

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Will investors see a pause in rate cuts, or the end?

Will investors see a pause in rate cuts, or the end?

January 31, 2025 |Thomas Garretson, CFA

Global central banks this month have offered something for everyone from further interest rates hikes in Japan to rate cuts in Canada and Europe, while the Federal Reserve remained motionless.

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Processing the U.S. legislative process

Processing the U.S. legislative process

January 30, 2025 |Atul Bhatia, CFA

Every administration enters office with aggressive policy goals. But a lot of give-and-take may be needed to turn goals into policy.

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Is 2025 the beginning of a small-cap renaissance?

Is 2025 the beginning of a small-cap renaissance?

January 24, 2025 |Kyle Bergacker, CFA

After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.

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Financial planning: Six key areas of focus

January 21, 2025 |RBC Wealth Management

Whether you’re a recent grad or early in your career, an individual with a busy family household or a longtime professional or business owner, periodic financial check-ins can offer a range of benefits.

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Five ways to pay less tax in retirement

January 21, 2025 |RBC Wealth Management

Taking home more income during your retirement can make all the difference in the type of lifestyle you get to enjoy. And one way to keep more of your earnings is to minimize the taxes you pay.

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