Blog

A discussion of the outlook for inflation and its impact on the broader economy and markets, as well as an update on our recession scorecard.

Today’s peculiar challenges are well outside the scope of a normal business cycle. We size up the situation and the prospects for equities from here.

Fed Chair Jerome Powell struck some surprisingly dovish notes this week. We look at the implications against a backdrop of economic uncertainty.

RBC Global Asset Management chief economist Eric Lascelles discusses the factors behind surging inflation, and the economy’s prospects from here.

With stock markets in another funk, we discuss the overt challenges, some other risks in the background, and what this spells for the equity outlook.

We look at the concerns regarding the dollar’s status and determine if a change in the currency hierarchy is imminent.

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.