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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.
Different regions are feeling different effects. Why are the U.S. and Canadian economies more resilient, and how does that factor into equity portfolios?
As market volatility persists, weakness in equities may have a surprising benefit. We look at several factors that may impact the macro outlook.
Atul and Kelly discuss the health of the economy and the potential impact a rising rate environment might have on investors’ portfolios.
The conflict will dent global economic growth, and Europe is more vulnerable than most. We prefer to reduce risk and downgrade our European equity outlook.
Although some economic projections were expected, there were some surprises. We explain what impact a new rate trajectory could have on the economy.
As the economic front expands with sanctions, we look at investment ramifications, including a potential “growth scare” and its impact for equity markets.
Janet and Tylar discuss how rising commodity prices could affect high inflation, and highlight market reactions to previous “growth scares.”