Bi-weekly Update – January 30th, 2026

 January 30, 2026 |Ping Yu Ni
Dear Fellow readers, A range of developments continues to shape the investment landscape, with potential implications for the macro outlook. We discuss recent corporate earnings updates, monetary policy, and U.S. political risk in more detail below. Corporate...
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Bi-weekly Update – January 16th, 2026

 January 16, 2026 |Ping Yu Ni
Dear Fellow readers, Markets have entered the new year digesting a steady stream of headlines, underscoring the importance of staying focused on fundamentals. We discuss geopolitics, corporate earnings, and monetary policy in more detail below. Geopolitical...
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Bi-weekly Update – December 12th, 2025

 December 12, 2025 |Ping Yu Ni

RBC Wealth Management has launched the Global Insight 2026 Outlook, titled “The future is here…and gathering speed.” In this week’s letter, we highlight some key excerpts from the outlook report that brings unique perspectives and opportunities.

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Bi-weekly Update – November 28th, 2025

 November 28, 2025 |Ping Yu Ni
Dear Fellow readers, Approaching the final stretch of 2025, the Canadian and U.S. economies appear well-positioned to extend their expansions. Strong earnings delivery, a favourable policy mix, and abating trade uncertainty are expected to help bolster...
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Bi-weekly Update – November 14th, 2025

 November 14, 2025 |Ping Yu Ni

The market backdrop appears incrementally constructive, with the U.S. government shutdown now behind us and a strong earnings season bolstering equity market sentiment.

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Bi-weekly Update – October 31st, 2025

 October 31, 2025 |Ping Yu Ni

Approaching the one-month point of the U.S. federal government shutdown, the Federal Reserve (Fed) has been forced to make an interest rate decision with only partial visibility into the economy.

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Bi-weekly Update – October 17th, 2025

 October 17, 2025 |Ping Yu Ni
Dear Fellow readers, The U.S. federal government remains shut down. While the broader economic impact has typically been modest, the absence of official economic data releases during the standoff adds a layer of uncertainty. For now, investor attention...
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Mises à jour bimensuelles – 17 octobre 2025

 October 17, 2025 |Ping Yu Ni
Chers lecteurs, Le gouvernement fédéral américain est toujours paralysé. Si l’incidence économique globale a généralement été modérée, l’absence de données économiques officielles publiées durant l’impasse ajoute une couche d’incertitude. Pour l’instant...
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Bi-weekly Update – September 19th, 2025

 September 19, 2025 |Ping Yu Ni
Dear Fellow readers, Following recent signs of weakening labour market conditions in Canada and the U.S., central banks in both countries have decided to reduce their benchmark interest rates, resuming monetary easing cycles that had been on hold amidst...
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Bi-weekly Update – September 5th, 2025

 September 05, 2025 |Ping Yu Ni
Dear Fellow readers, As Q2 earnings season concludes, we move into what’s historically been a weaker month for stocks. While economic data continues to show soft momentum, the prospect of monetary easing has shored up confidence and lifted many major...
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