Tariff deluge: RBC’s initial take

Tariff deluge: RBC’s initial take

April 04, 2025 |The Global Portfolio Advisory Committee

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for economies and financial

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Do policy shifts signal a turning point for European equities?

Do policy shifts signal a turning point for European equities?

April 04, 2025 |Frédérique Carrier

Galvanized by U.S. rhetoric, the European Union looks to be pivoting towards greater cohesiveness and increased fiscal spending. We examine the implications for the regional equity market.

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Global equities: A confluence of possibilities

Global equities: A confluence of possibilities

April 02, 2025 |Jim Allworth

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here.

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U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

March 28, 2025 |Robert Sluymer, CFA, Technical Strategist

As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.

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Unraveling the uncertainties facing stock markets

Unraveling the uncertainties facing stock markets

March 21, 2025 |Kelly Bogdanova

To say it’s been a testing time for markets and investors is an understatement. Amid what can be confusing and rapidly shifting market dynamics, we give our thoughts on four key questions on investors’ minds about the U.S. equity

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Video: Bank of Canada cuts interest rate to 2.75% as U.S. trade tensions persist

March 13, 2025 |Josh Nye

The Bank of Canada lowered its benchmark interest rate again in March, this time to 2.75% from 3%.

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Tariffs: Bracing for market impact

Tariffs: Bracing for market impact

March 11, 2025 |Joseph Wu, CFA and Josh Nye
The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the earnings impact turns out to be modest. Given an unusually wide range of potential tariff outcomes, what approach should...
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Power, storage, and electrification: A revolution

Power, storage, and electrification: A revolution

March 11, 2025 |Frédérique Carrier

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification.

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Vortex of volatility

Vortex of volatility

March 07, 2025 |Kelly Bogdanova

A period of rapid-fire developments has understandably put investors on edge. We make sense of five catalysts tugging on stock markets and elucidate why we’re not ready to throw in the towel on the two-year-plus bull market just yet.

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What is the impact of tariffs on the U.S. economy?

What is the impact of tariffs on the U.S. economy?

March 06, 2025 |Mike Reid and Carrie Freestone
The effective U.S. tariff rate is now at its highest level since the 1940s after U.S. President Donald Trump signed an executive order to impose 25% tariffs on Canada and Mexico on March 4. A new order was also signed for China, increasing tariffs to...
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