The BIG Picture

What matters more for the market, what Trumps says or plain vanilla corporate profit trends? While Washington, D.C. will likely capture a lot more business press headlines this year and policy developments could generate volatility

The significant risk that tariffs pose to Canada’s economy casts a potentially dark shadow over the housing market.

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

Global equity markets are grappling with an executive order signed by U.S. President Trump over the weekend authorizing tariffs be placed on all Canadian imports beginning Tuesday, February 4th.

Canada has been hit with its largest trade shock in nearly 100 years. RBC Economics now finds itself balancing the desire to produce a clear analysis with the recognition that the evolution of trade policies, and policymakers’ responses to them, still...

The Bank of Canada lowered its benchmark interest rate in January to 3% from 3.25% amid ongoing uncertainty over the threat of U.S. tariffs.

Global equity markets have spent the past month adjusting to the view that the U.S. Federal Reserve may be nearing the end of its rate cutting campaign.

Happy New Year. The stock markets closed out a strong year on a quieter note as investors began to recalibrate their expectations for future interest rate cuts by the U.S. Federal Reserve. This shift in expectations led to a rise in government bond yields...

Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly uncertain. However, the fiscal update still serves as a snapshot of where the economy is headed and how upcoming challenges...