Connect with me on Facebook & LinkedIn

  

Coping with the correction - December 2018

Global Insight: Market Brief
While the correction has frayed investors’ nerves and could persist, we don’t think it’s heralding the demise of the bull market. The U.S. economy remains in gear, and with valuations nearing a sweet spot we remain comfortable holding a Market Weight position in equities.
Read full article
 

 

Weighing the impact of U.S. steel and aluminum tariffs on Canada

RBC Economics provides commentary on the current tariffs and their potential risks:
"The U.S. looks set to impose steep tariffs on Canadian steel and aluminum products on June 1 after Commerce Secretary Wilbur Ross
announced that the temporary exemption Canada had secured would expire as scheduled. The tariffs, which the U.S. will also levy on
allies including Mexico and the European Union, will likely have a moderately negative but manageable impact on all countries involved."
Read full article
 

 

Davos 2018: Fixing a Fractured World

At 5,120 feet, Davos is the highest town in the Swiss Alps. But in late January, it’s better known as the town where some 3,000 business, government, and civil society leaders gather to consider the world’s most visible risks of the future.

Dave McKay, President and CEO of RBC, was in attendance and reflected on the most compelling issues in his report, Davos 2018: Fixing a Fractured World.  Some of the themes:

  • Cryptocurrency regulations
  •  The artificial intelligence “arms race”
  •  Reining in tech giants
  •  Potential sources of the next financial crisis

 

Volatility is back:  What the selloff means

"While the market’s swoon was jarring, we believe investors should maintain equity positions, as healthy economic and earnings growth prospects provide solid underpinnings for equities."

 

Five ways that 2017 left its mark 

RBC Economics published a report: "Five ways 2017 left its mark". The report touches on: the crypto-currency surge, muted inflation, a flattening yield curve, housing market policies, and the federal fiscal policy.
It's a good succinct read.