Global A.I. Race: Europe Risks Falling Behind

 September 27, 2024 |Michael Capobianco
Mario Draghi, the former president of the European Central Bank and prime minister of Italy, recently submitted a comprehensive report addressing the EU’s loss of competitiveness. Let’s look at the feasibility of his ambitious plan and the potential implications...
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Rate Cuts Have Finally Arrived. Now What ?

 September 20, 2024 |Michael Capobianco
After biding its time, the Fed finally kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor some concerns the Fed is getting ahead of itself and that more aggressive cuts could reignite inflationary...
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Donald vs. Kamala - The Importance of Their Individual Views

 September 13, 2024 |Michael Capobianco
A gulf exists between Vice President Kamala Harris and former President Donald Trump on policy issues. What follow is an executive summary of key policy differences that matter most to the economy and stock market. It has been long held that the stock...
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Record Bond Sales Provide Many Clues For Investors

 September 06, 2024 |Michael Capobianco
Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. Let’s look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead. September is usually a busy month for...
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What To Expect Once Interest Rates Fall

 August 30, 2024 |Michael Capobianco
As U.S. rate cuts near, history shows stocks and bonds have typically performed well following the start of the Federal Reserve’s easing cycles, with equities showing greater variability. Given the recent mixed economic signals, investors should approach...
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Generative AI: A Complete Learning Guide

 August 23, 2024 |Michael Capobianco
Emerging technological advancements are driving innovations all around us, transforming how we live, work, and interact with one another, today and in the future. RBC Wealth Management’s “Innovations” series examines these agents of change and how they...
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The Importance Of The Labour Market

 August 16, 2024 |Michael Capobianco
The heat has come out of labour markets in the U.S. and Canada and they’re now at risk of cooling too much for the Fed and BoC’s liking. Recession risks have risen slightly, but that doesn’t necessarily mean we’re past the point of no return. Investors...
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Unanswered Questions

 August 09, 2024 |Michael Capobianco
Following this recent equity market sell-off, more market volatility should be expected, and within equity portfolios a defensive tilt, with an emphasis on high-quality shares that can better withstand further economic deterioration. The U.S. and global...
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Is Too Much Patience A Virtue ?

 August 02, 2024 |Michael Capobianco
As expected, the Fed held off on a rate cut this week at a time when more global central banks have already begun the easing process. But as Fed policymakers await more economic data before a likely September rate cut, the data may already be signaling...
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Messaging From The Labour Market

 July 26, 2024 |Michael Capobianco
Comfort on inflation should give the Fed room to shift its focus to the goal of full employment. With labor market data pointing in different directions, let’s look at how this all fits into the Fed’s thinking about future interest rate cuts. In 1977...
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