federal building in the fog

The certainty of policy uncertainty

June 01, 2023 |Atul Bhatia, CFA

Recent events have put U.S. policymakers from the administration to Congress and the Fed in a bad light. What went wrong and what fixes can be made?

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Capitol building with thunderstorm sky

Debt ceiling update

May 26, 2023 |Atul Bhatia, CFA

Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.

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business woman looking at computer thoughtfully

Mixed message

May 25, 2023 |Joseph Wu, CFA

Some recent data suggest the global economic expansion is intact, while other clues indicate caution is warranted. What does that mean for investors?

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Global Insight Weekly RBC Wealth Management

Trends and opportunities for emerging market investment

May 18, 2023 |Frédérique Carrier

With improving growth projections and structural economic changes, emerging markets are attracting investment in both equities and fixed income.

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Global Insight Weekly RBC Wealth Management

Not out of the woods

May 11, 2023 |Kelly Bogdanova

The U.S. equity market is purring along, but the threat of market volatility remains. We look at three lingering risks investors should keep in mind.

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Global Insight Weekly RBC Wealth Management

Deciphering the Fed’s policy picture

May 04, 2023 |Thomas Garretson, CFA

With a paint-by-numbers policy decision, the Fed missed an opportunity to express itself more freely. And the market reaction this week reflects that.

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Global Insight RBC Wealth Management

The rocky road for debt ceiling negotiations

May 02, 2023 |Atul Bhatia, CFA

Raising the U.S. debt limit has been a regular occurrence, but striking a deal has often been an arduous task. We explain why this round of negotiations looks particularly tough.

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Global Insight Weekly RBC Wealth Management

So far, so good—sort of—for U.S. earnings season

April 28, 2023 |Kelly Bogdanova

S&P 500 companies are beating earnings projections by a healthy margin. But investors should consider the caveats.

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Global Insight Weekly RBC Wealth Management

Is the U.S. dollar still a viable reserve currency?

April 20, 2023 |Atul Bhatia, CFA

We explain why we believe it will be status quo for the currency despite reports to the contrary.

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A recession is here – but not that kind

April 13, 2023 |Kelly Bogdanova

While investors have been debating about an economic recession, an earnings recession has already settled in. We examine how this may play out.

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