MacKay Report

Apr 20, 2020 |Cairy Holtby

Kennen routinely publishes an update on the COVID-19 pandemic and the spread of the virus globally. This document is MacKay’s COVID-19 pandemic update: examining economic re-opening potential.

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Coronavirus contagion: Implications for the economy and stock market

Feb 25, 2020 |Global Portfolio Advisory Committee

Volatility has spiked as the coronavirus outbreak expands outside of China. We look at the potential economic impact and the risks to U.S. equities.

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Eye On The Election - How The 2020 Race For The White House Affects US Equities

Oct 07, 2019 |Cairy Holtby
RBC Capital Markets has just released: Eye on the Election - How the 2020 Race for the White House affects US Equities. The report discusses impeachment, implications for the US equity market if Elizabeth Warren wins the White House, which candidate would...
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Focus Article - Collision Course?

Sep 20, 2019 |Cairy Holtby
Helima Croft, Global Head of Commodity Strategy at RBC Capital Markets, highlights how the tension between the U.S. and Iran could have an effect on oil prices and potential military conflict. 'Though trade war concerns have roiled the oil market at times...
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Special Report - Unfriendly trade winds? Putting the selloff in perspective

Aug 06, 2019 |Cairy Holtby

Markets swooned worldwide amid a reignition of U.S.-China trade tensions and a sinking Chinese yuan.

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Globalization In A Digital Age

Jan 31, 2019 |Jones Schack
Dave McKay, President and CEO of RBC, recently attended his fourth World Economic Forum and shares a few challenges of globalization in a digital age. 'If you didn't see Davos on the news this year, you weren't alone. A decade after the financial crisis...
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We're In The "Correction" Camp

Jan 15, 2019 |Jones Schack
We expect that the year ahead will be best spent preparing portfolios for the future challenges likely to come with an economic slowdown. Learn how we think you can prepare for the months ahead. 'Equity markets gave investors a rough ride from a late...
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Navigating 2019 - 9 Big Insights For The Year Ahead

Jan 07, 2019 |Cairy Holtby
Happy New Year! We wanted to share a special report from the RBC Economic Research team. This report examines some of the trends that will unfold in the year ahead - the risks to watch for and the opportunities to be had. Please follow this link below...
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Does the “late cycle” of the U.S. economy have an expiration date?

Sep 17, 2018 |Cairy Holtby
While the U.S. economic expansion is old, it isn’t creaky, and time hasn’t run out on the expansion just yet. The U.S. economy is now in its tenth year of expansion and, at 36 quarters, is within two quarters of being the second-longest on record. “Late...
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