A Week in Review - January 24, 2025

 January 24, 2025 |Jamie Sodhi
Global equity markets have spent the past month adjusting to the view that the U.S. Federal Reserve may be nearing the end of its rate cutting campaign. Nevertheless, markets experienced some renewed strength over the past week after a subdued early start...
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A Week in Review - January 10, 2025

 January 10, 2025 |Jamie Sodhi
Happy New Year. The stock markets closed out a strong year on a quieter note as investors began to recalibrate their expectations for future interest rate cuts by the U.S. Federal Reserve. This shift in expectations led to a rise in government bond yields...
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A Week in Review - December 13, 2024

 December 13, 2024 |Jamie Sodhi
A continued decline in inflationary pressures, combined with ongoing signs of a cooling Canadian economy, recently prompted the Bank of Canada (BoC) to cut interest rates for the fifth consecutive time. In the U.S., the Federal Reserve is also expected...
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Global Insight 2025 Outlook: Canada

Global Insight 2025 Outlook: Canada

 December 03, 2024 |Sunny Singh, CFA, and Josh Nye

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

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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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