RBC insights

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

In a bit of a different format, rather than a slide deck, we take a live look at markets and how different pockets/sectors/names are trading intraday at the time of recording as another chapter in the story that is this current market narrative unfolds:...

Just like last year, it feels like we've had a year's worth of drama in less than a month, and in fact evidence of this can be seen when you look at what sectors and sub-sectors are driving the gains that stocks have had year-to-date to this point. But...

The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

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...

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.....

As a follow-up to our last video released on Monday, July 28, 2025, we look at how everything played out during that "copious catalyst" week, other developments in the days after, and how it's possible to be right and wrong at the same time!

The Federal Reserve held rates steady once again, but with the added wrinkle of a hawkish outlook—likely pushing back the timing of any rate cut even further.

As the Goldilocks market that we talked about in our June 2025 video continues its steep upward trajectory, we update our previous thesis and look at why now appears to be an optimal time to become a bit more cautious tactically.