How will Europe respond to U.S. tariff threats?

How will Europe respond to U.S. tariff threats?

February 20, 2025 |Frédérique Carrier

For the European Union, the economic impact of U.S. tariffs will depend on their level and duration. We investigate the implications of rapidly changing U.S. trade policies, and explore how the EU may respond.

Read more
The George Davis Report - February 2025

The George Davis Report - February 2025

February 19, 2025 |Brian Moore

A monthly video series on the trajectory of the Canadian dollar.

Read more
Focus on earnings season

Focus on earnings season

February 18, 2025 |Kelly Bogdanova

Washington, D.C. policy decisions have been in the spotlight of late, but we think investors should not take their eyes off the results and clues coming from Q4 earnings season.

Read more
RBC GAM MacroMemo - Feb. 11 - Mar. 3, 2025

Macro Memo February 11 - March 3, 2025

February 12, 2025 |Brian Moore

Produced by RBC Global Asset Management’s Chief Economist Eric Lascelles.

Read more
Canada’s housing market outlook: Sustaining recovery in uncertain times

Canada’s housing market outlook: Sustaining recovery in uncertain times

February 11, 2025 |Robert Hogue

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

Read more
The U.S. deficit, interest rates, and private sector interplay

The U.S. deficit, interest rates, and private sector interplay

February 07, 2025 |Atul Bhatia, CFA

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.

Read more
RBC GAM Special Report

RBC GAM Special Report: Navigating The Uncertain Waters Of Tariffs

February 06, 2025 |Brian Moore

Produced by Eric Lascelles, Managing Director & Chief Economist of RBC GAM

Read more
Tariffs’ leverage extends far beyond trade

Tariffs’ leverage extends far beyond trade

February 05, 2025 |Atul Bhatia, CFA

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

Read more
A U.S.-Canada trade shock now in play: first economic takeaways

A U.S.-Canada trade shock now in play: first economic takeaways

February 02, 2025 |Frances Donald and Nathan Janzen
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...
Read more
Will investors see a pause in rate cuts, or the end?

Will investors see a pause in rate cuts, or the end?

January 31, 2025 |Thomas Garretson, CFA

Global central banks this month have offered something for everyone from further interest rates hikes in Japan to rate cuts in Canada and Europe, while the Federal Reserve remained motionless.

Read more