Recent Posts

Can Europe meet the moment?

Feb 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.

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Supply surge keeps Canadian house prices on a downtrend

Feb 12, 2026 | Rachel Battaglia

Supply-demand conditions weakened further in most large Canadian markets as January unfolded. Potential buyers remained cautious despite...

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Trump Warshes his hands of Powell

Feb 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.

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Crosscurrents buffet U.S. dollar and Treasury market

Jan 29, 2026 | Atul Bhatia, CFA

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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Gold’s regime change?

Gold’s regime change?

 June 27, 2025 |Joseph Wu, CFA

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand for bullion.

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Another round of the Fed’s waiting game

Another round of the Fed’s waiting game

 June 23, 2025 |Thomas Garretson, CFA

Inflation remains calm in 2025, but tariff-related price hike concerns have kept the Fed sidelined. We look at the Fed’s commentary, the impact of market forces and political pressure on yields, and the probability of rate cuts before year’s end.

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U.S. debt: Changing facts, updating views

U.S. debt: Changing facts, updating views

 June 19, 2025 |Atul Bhatia, CFA

The U.S. government’s fiscal outlook can no longer be ignored.

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Global Insight 2025 Midyear Outlook: Canada

Global Insight 2025 Midyear Outlook: Canada

 June 19, 2025 |Matt Altro, CFA and Luis Castillo

Elevated gold prices should continue to support the TSX, while ongoing tariff uncertainties have us tilting toward perceived less risky categories within fixed income.

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“Big and beautiful” or not?

“Big and beautiful” or not?

 June 06, 2025 |Kelly Bogdanova

With the centerpiece of U.S. President Donald Trump’s economic agenda winding its way through Congress, we examine what’s of key interest to markets and investors, before noting why the ultimate outcome of the bill is likely to look different.

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Critical Capital: How Canada can tap foreign investment for its mineral riches

Critical Capital: How Canada can tap foreign investment for its mineral riches

 June 04, 2025 |RBC Thought Leadership
Key Points More than 100 mineral projects, valued at $107 billion, are at various stages of development in Canada over the next ten years. Unlocking that potential requires diversified capital flow, both domestic and foreign, for Canada to emerge as a...
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