A Victory For Rate Hawks

 October 31, 2025 |Michael Capobianco
Despite a second consecutive rate cut, a hawkish turn from the U.S. central bank this week supports the view that it is now on hold until at least next year. While that might have previously caused alarm, investors are content with the idea the Fed has...
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Who Stands To Gain In The AI Arms Race ?

 October 17, 2025 |Michael Capobianco
Artificial intelligence is seldom out of the headlines in 2025, with defining developments coming one after another. Today we’ll examine where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. In...
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Taking A Fresh Look At The U.S. Economy

 October 10, 2025 |Michael Capobianco
The U.S. Recession Scorecard created and maintained by our investment committee at RBC has historically been a very useful tool in its ability to decipher the state of the U.S. Economy. There could not be a more timely moment to revisit this. For those...
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The Continued Emergence Of Emerging Economies

 October 03, 2025 |Michael Capobianco
I have written somewhat regularly about the importance of emerging economies. Today we’ll examine this theme from the lens of globe trade & geo-politics. The geopolitical order continues to shift amid fracturing trade ties and high tariff levels, raising...
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