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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.
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.
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.
Fed Chair Jerome Powell struck some surprisingly dovish notes this week. We look at the implications against a backdrop of economic uncertainty.
Russia’s predatory move on Ukraine is pitting energy security against energy transition. We explore this friction and its impact for investors.
RBC Global Asset Management chief economist Eric Lascelles discusses the factors behind surging inflation, and the economy’s prospects from here.
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.
China’s economy has taken a hit from omicron’s spread. We look at the zero-COVID policy’s impact, and highlight implications for equity investors.
We look at the concerns regarding the dollar’s status and determine if a change in the currency hierarchy is imminent.
We believe the market’s concerns have gotten ahead of the data and the economics. Not all curves are created equal and the real picture looks different.