RBC Blog

Canada's population growth continues to slow since tighter federal targets on permanent and non-permanent residents with Q2 marking the weakest quarterly growth since the pandemic. As of July 2025, the population reached 41.7 million, reflecting a year-over-year...

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

Despite a strong pullback in the spring, markets have now rebounded back near all-time highs, led largely by optimism surrounding AI-related growth. Although we agree that AI will revolutionize and disrupt multiple different sectors, the assumptions built...

In Today’s Note: The Bank of Canada and Federal Reserve both cut interest rates by 0.25% yesterday, as expected Unlike Canada, economic data in the U.S. remains strong while inflation is well above target The Fed is talking like a hawk (acknowledging...

One clear winner from the Fed’s 25 basis point rate cut was the U.S. Treasury, which can roll over maturing debt at lower costs. Lower rates alone, however, are unlikely to make the country’s fiscal policy sustainable.

The U.S. economy seems in many ways an anomaly. Interest rates are, by many measures, in “restrictive” territory, and yet the unemployment rate remains quite low. The U.S. is in the midst of a historic trade shock with 100-year high tariffs, but inflation...

There was further evidence of a recovery is taking hold in many housing markets across Canada in August, but local price trends still varied considerably with declines continuing in affordability-challenged areas where inventory has piled up. Early reports...

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively.

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.