RBC insights

U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

Although trade policies are evolving and government responses remain uncertain, here is a summary of what we know.

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

In our annual look at the markets going into the year ahead, we find ourselves in a world where there are a lot of good reasons to stay invested, but also a world where a lot of people already know all these reasons and are watching evermore intently...

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

While a lot has happened to, and within, various stock markets since election day in America (and we touch on that briefly at the start here), the most interesting potential opportunity going forward in our opinion lies elsewhere as participants in this...

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.