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We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Overall, the story of Budget 2025 is as expected. There is big new spending and deficits that would be even larger without review savings. Buffers are slim against the two fiscal anchors of a balanced operating budget by 2028-29, and a declining deficit-to-GDP...

Succession Planning, The Fed Raises the Bar for Lower Rates, Tariffs Causing Lasting Damage and The Federal Budget 2025.

We outline some of the proposed federal budget measures, and the effect they may have on Canadians and their families.

Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.

S&P 500 Shows Signs of Support Rebalancing, Vito’s Money Never Sleeps and Register Now to Learn How RBC is Safeguarding Your Information.

A new playbook for balancing bigger government with fiscal health We believe the context and composition of government spending matter as much as the quantum. Cyclically, our outlook has Canada avoiding a recession from the current set of tariffs, but...

Vito's latest edition of Money Never Sleeps

The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.