Insights

The significant risk that tariffs pose to Canada’s economy casts a potentially dark shadow over the housing market.

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

Canada has been hit with its largest trade shock in nearly 100 years. RBC Economics now finds itself balancing the desire to produce a clear analysis with the recognition that the evolution of trade policies, and policymakers’ responses to them, still...

The Bank of Canada lowered its benchmark interest rate in January to 3% from 3.25% amid ongoing uncertainty over the threat of U.S. tariffs.

Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly uncertain. However, the fiscal update still serves as a snapshot of where the economy is headed and how upcoming challenges...

The Bottom Line: As expected, the Bank of Canada (BoC) cut the overnight rate by another 50 bps to 3.25% on Wednesday, right to the top end of the BoC’s “neutral” range estimate (2.25% – 3.25%). Macklem’s opening statement made clear that with interest...

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

在历史性的复出中，特朗普第 2 次赢得总统职位，本文检视税收和关税等重要政策，因为它们会影响投资环境。但由于政治领域激烈的讨论，所以不要让情绪阻碍明智的投资决策。虽然华盛顿可以影响商业周期的好坏，但却不能控制商业周期。

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.