RBC Wealth Management Global Insight Weekly

April 19, 2024 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. Don’t fight (or fear) the Fed “Don’t fight the Fed” is one of the oldest Wall Street aphorisms and for good reason. The U.S. central bank is an incredibly powerful institution...
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RBC Wealth Management Global Insight Weekly

April 05, 2024 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. 2024 earnings: The likely convergence of the “haves and have nots”: Soon all eyes will be on Q1 earnings results. We think the full-year earnings growth trajectory is more important...
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RBC Wealth Management Global Insight Weekly

March 22, 2024 |Marcus Davis
I'm pleased to share RBC Wealth Management's latest investment newsletter. Off to the races: The Fed’s highly anticipated March meeting failed to deliver much in the way of anything new, but it at least alleviated some of the market's recent concerns...
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RBC Wealth Management Global Insight Weekly

March 15, 2024 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. Time is on my side: Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment...
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RBC Wealth Management Global Insight Weekly

March 08, 2024 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. Bubble watch: A growing chorus on Wall Street is warning a bubble may be forming in the U.S. stock market. But before thinking this AI-led rally could be too much of a good...
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RBC Wealth Management Global Insight Weekly

March 01, 2024 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. The other side of the wall: Despite the usual “wall of worry,” markets are currently inclined to embrace a risk-on bias, reassured by ongoing U.S. economic strength. Improving...
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RBC Wealth Management Global Insight Weekly

February 23, 2024 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. Shaking up corporate Japan: The Nikkei 225 just passed its record high reached 34 years ago, despite the Japanese economy being in recession. We explore the factors behind investors’...
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RBC Wealth Management Global Insight Weekly

February 16, 2024 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. Positioning for inflation shocks: Geopolitical tensions and policy uncertainty are contributing to a murky economic outlook around supply chain disruptions and their possible...
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RBC Wealth Management Global Insight Weekly

February 09, 2024 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. Are banks facing a real estate reckoning? Despite the hard realities of mounting losses on real estate loans, we think a fair dose of hyperbole is going around. We dissect the...
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RBC Wealth Management Global Insight Weekly

January 26, 2024 |Marcus Davis
We are pleased to share RBC Wealth Management's latest investment newsletter. Shipping risks underestimated? With two of the world’s strategic maritime choke points, the Suez and Panama Canals, operating below capacity, global shipping costs are climbing...
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