RBC insights

Coming out of the heart of the latest corporate earnings season in America, we look at a number of different subjects (update on the AI trade, gold, effective versus actual tariff rate, and more), as well as revisit the set-up for the rest of 2025. General...

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.

With 2.5 months still left to go in 2025, uncertainty still reigns supreme, and whether or not we can maintain strong gains for three years in a row remains an outstanding question. But as part of trying to navigate the path forward, we take a look at...

The scorecard indicators remain mixed, including a shift in the yield curve indicator. The government shutdown has limited employment data, confirming a cautious investment approach is needed, as ongoing policy and trade shifts affect the economy.

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

As asset prices continue to climb, the word "bubble" is starting to get thrown around more and more. From our point of view, while we definitely do see a particular one forming, it's probably not what you have in mind.....

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively.