Equity markets are facing a perfect storm of challenges

May 19, 2022 |Kelly Bogdanova

This unique period’s headwinds are flummoxing investors. Ironically, when sentiment decidedly sours, that’s usually not the time to give up on the market.

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Sales matter, so do costs.

May 19, 2022 |Mike Allington

Global equities remain under pressure. Investors are grappling with a host of headwinds that are beginning to challenge the earnings growth outlook. Results from some consumer companies suggest the operating environment has become more demanding.

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Audio Commentary: Inflation, the growth outlook, and some thoughts on fixed income

May 17, 2022 |Mark Bayko & Jim Allworth

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.

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Can this volatile stock market regain momentum?

May 13, 2022 |Kelly Bogdanova

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.

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Volatility and Silver Linings

May 10, 2022 |Mike Allington

Volatility has picked up noticeably in recent weeks, with rather large swings higher and lower. We offer some perspective on the recent market turbulence, address the issue of inflation expectations, and discuss a silver lining.

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Is there more to Fed policy than taming high inflation?

May 06, 2022 |Thomas Garretson, CFA

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

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Does energy security imperil the green energy transition?

May 05, 2022 |Frédérique Carrier

Russia’s predatory move on Ukraine is pitting energy security against energy transition. We explore this friction and its impact for investors.

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When will inflation start to recede?

May 05, 2022 |Jim Allworth

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

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The good, that bad, and the earnings...

April 29, 2022 |Mike Allington

It has been a challenging few weeks for global equity markets, with most having been relatively weak of late. There’s no one factor to blame. We share some thoughts on the first quarter earnings results which are now about halfway complete.

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What’s behind the stock market slump?

April 28, 2022 |Kelly Bogdanova

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.

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