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With stock markets in another funk, we discuss the overt challenges, some other risks in the background, and what this spells for the equity outlook.
China’s economy has taken a hit from omicron’s spread. We look at the zero-COVID policy’s impact, and highlight implications for equity investors.
We look at the concerns regarding the dollar’s status and determine if a change in the currency hierarchy is imminent.
We believe the market’s concerns have gotten ahead of the data and the economics. Not all curves are created equal and the real picture looks different.
We take a fresh look at the seven key leading indicators that make up our U.S. recession scorecard, with an eye towards portfolio positioning.
The conflict is driving a transformation of the EU’s economic and geopolitical order. Despite the dark cloud over Europe today, opportunities remain.
The tightening we expected over the next two years is now likely to come by the end of 2022.
Different regions are feeling different effects. Why are the U.S. and Canadian economies more resilient, and how does that factor into equity portfolios?