A mature but still intact equity bull market

A mature but still intact equity bull market

February 27, 2026 |Robert Sluymer, CFA

While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.

Read more

Shiuman Ho's Weekly Update- Monday February 23, 2026

February 23, 2026 |Shiuman Ho
Below is a summary of some of the relevant news items from the Capital Markets and the Economy from the past week extracted from RBC Global Insights and FactSet Research. You can catch up on the past four weeks’ Weekly Update in the link to my Blog. Read...
Read more

Tariffs: A revenue win—but not a deficit fix

February 20, 2026 |Kelly Bogdanova

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

Read more

Shiuman Ho's Weekly Update- Monday February 17, 2026

February 17, 2026 |Shiuman Ho
Below is a summary of some of the relevant news items from the Capital Markets and the Economy from the past week extracted from RBC Global Insights and FactSet Research. You can catch up on the past four weeks’ Weekly Update in the link to my Blog. Read...
Read more

Can Europe meet the moment?

February 13, 2026 |Frédérique Carrier

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

Read more
banner image

Supply surge keeps Canadian house prices on a downtrend

February 12, 2026 |Rachel Battaglia
Supply-demand conditions weakened further in most large Canadian markets as January unfolded. Potential buyers remained cautious despite elevated inventory giving them the upper hand. Severe winter weather likely contributed to the slowdown, with significant...
Read more

Shiuman Ho's Weekly Update- Monday February 9, 2026

February 09, 2026 |Shiuman Ho
Below is a summary of some of the relevant news items from the Capital Markets and the Economy from the past week extracted from RBC Global Insights and FactSet Research. You can catch up on the past four weeks’ Weekly Update in the link to my Blog. Read...
Read more

Trump Warshes his hands of Powell

February 06, 2026 |Thomas Garretson, CFA

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

Read more

Shiuman Ho's Weekly Update- Monday February 2, 2026

February 02, 2026 |Shiuman Ho
Below is a summary of some of the relevant news items from the Capital Markets and the Economy from the past week extracted from RBC Global Insights and FactSet Research. You can catch up on the past four weeks’ Weekly Update in the link to my Blog. Read...
Read more