A Week in Review - November 29, 2024

November 29, 2024 |Jamie Sodhi
North American equity markets are flirting with new highs, even as the incoming U.S. administration introduced fresh uncertainty. President-elect Donald Trump recently proposed sweeping tariffs: 25% on imports from Canada and Mexico and an additional...
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A Week in Review - November 22, 2024

November 26, 2024 |Jamie Sodhi
Investors have been closely focused on the U.S. election in recent weeks, with Donald Trump elected 47th president of the United States. Both U.S. and Canadian equity markets reached new all-time highs after a post-election boost, while markets overseas...
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A Week in Review - November 1, 2024

November 01, 2024 |Jamie Sodhi
Global equity markets have drifted lower recently, with North American equity markets retreating from highs. In the U.S., central bank policy easing is expected to continue, but investors have tempered their expectations for how quickly rates will fall...
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The end of China’s challenging chapter?

The end of China’s challenging chapter?

October 31, 2024 |Frédérique Carrier

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

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Video: Bank of Canada cuts again in October. Find out why and what lies ahead.

Bank of Canada cuts again in October. Find out why and what lies ahead.

October 24, 2024 |RBC Wealth Management

The Bank of Canada lowered its benchmark interest rate by half a percentage point in October, to 3.75%.

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A Week in Review - October 18, 2024

October 21, 2024 |Jamie Sodhi
North American equity markets continue to push to record highs, bolstered by a promising start to the U.S. third-quarter earnings season. The results from major banks signal a healthy U.S. consumer, with spending supported by a resilient labour market...
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A Week In Review - October 4, 2024

October 04, 2024 |Jamie Sodhi
It has been a busy few weeks with several issues garnering investor attention. The U.S. jobs report has taken on more importance given the Federal Reserve’s admission that it is watching it more closely. Elsewhere, investors have been preoccupied with...
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The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

October 02, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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September 20, 2024 - A Week in Review

September 20, 2024 |Jamie Sodhi
The U.S. Federal Reserve cut interest rates this past week, joining many other major developed central banks who have started to reduce interest rates in recent months. Another important development was the notable decline in Canada’s inflation rate,...
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A Week in Review - September 6, 2024

September 06, 2024 |Jamie Sodhi
A continued decline in inflationary pressures, coupled with ongoing signs of a cooling Canadian economy, prompted the Bank of Canada (BoC) to make its third consecutive interest rate cut this week. It’s widely expected that the U.S. Federal Reserve will...
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