Shipping risks underestimated?

January 25, 2024 |Frédérique Carrier

With the Suez and Panama Canals operating below capacity, global shipping costs are climbing. We explore the corporate highs and lows from the situation and those that may benefit and those that may lose out.

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Davos 2024: A year of creative destruction, or just destruction?

January 23, 2024 |John Stackhouse

The World Economic Forum is always a contradiction of hope and anxiety. This year’s version felt like peak paradox.

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Can small-cap equities go the distance?

January 19, 2024 |Kelly Bogdanova

After a strong rally to end 2023, U.S. small caps gave back much of their gains. We explore whether the asset class warrants patience from investors.

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December inflation readings edged up on mixed details

January 16, 2024 |Claire Fan and Abbey Xu
Energy component pushed headline inflation reading higher with food price growth holding steady after slowing for 5 straight months. The BoC’s preferred core CPI measures bounced higher, although the breadth of inflationary pressures over the last three...
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Have bonds rallied too far, too fast?

January 12, 2024 |Thomas Garretson, CFA

Swelling expectations of rate cuts have been a boon for bond markets. But could a step up in inflation put that narrative in jeopardy to start the year?

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Global Insight 2024 Outlook highlights: Bonds are back

January 11, 2024 |Frédérique Carrier

Whether the U.S. economy will tip into recession and with the return of bonds as an attractive complement to stocks, investors have much to consider in 2024.

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Global Insight Weekly

The 2023 investment story: Elements of surprise

January 05, 2024 |Kelly Bogdanova

In a plot twist for equity markets, the expected pain in 2023 became gain. We explore five catalysts that turned the U.S. investment environment on its head.

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Black Friday spending surprised to the upside despite a softening macro backdrop

Black Friday spending surprised to the upside despite a softening macro backdrop

December 11, 2023 |Carrie Freestone
Retail sales ticked up in November in the midst of the holiday shopping period. Even after adjusting for inflation, real retail sales (excluding autos) were tracking an increase relative to October. Clothing stores and gasoline were responsible for the...
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U.S. debt: Not living on borrowed time

U.S. debt: Not living on borrowed time

December 08, 2023 |Atul Bhatia, CFA

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

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The 10-Minute Take

The road to recovery for Canada’s provinces

May 15, 2020 |Robert Hogue

The 10-Minute Take podcast provides insights from RBC economists and market experts on events unfolding around the globe.

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