Blog

The latest Business Outlook Survey largely confirmed further normalizing in a few key areas that the central bank has deemed critical to future inflation trends.

Proof point: The timing and magnitude of interest rate cuts from the Bank of Canada will be determined by domestic economic and inflation conditions and not the gap in monetary policy with the U.S. Federal Reserve or the value of the Canadian dollar....

Global stock markets had an impressive November and a decent-enough December, but as the New Year dawns that euphoria is starting to wear off. Despite major central banks announcing rate hikes, investors are still optimistic they're near the end of their...

Whither the world? As clients would know, I started laying out a picture of the recovery economy starting early last year. Derailed somewhat by Delta and then Omicron shut-downs (thank god for flexible and responsive strategies), the picture was just...

A (sometimes) regular compendium of my current thoughts on markets, the economy, and other random marginalia I got my first AstraZeneca vaccine shot last week, and maybe it’s the just my new vaccine-derived superpowers talking but I instantly felt a lot...

Woah, Cowboy! Steady! This past week is one I think we all would like to forget. Volatility jumped meaningfully higher and stocks sold off in the worst week for global equity markets since the end of March, when the pandemic was in its infancy. The second...

There’s nothing better than a sunrise Sunsets get all the glory, and sure they're often brilliant, but there's something about the shift from darkness to dawn—that slight hint of light, then the breaking of the sun—that always gets my day off to the right...

In the August edition of RBC's Global Monthly Insight, the Portfolio Advisory Committee highlight the following: Political reality checks As the U.S. elections approach, RBC looks at how the candidates’ policy prescriptions could play out under the most...