RBC insights

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

Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

In our last video we talked about how the second half of 2024 might play out, and some things we might see along the way. Little did we know that soon after, some of those musings would start to play out very quickly and very violently, and while there's...