Navigating 2024

Navigating 2024: Reset and Revival In A Reshaping World

 December 15, 2023 |Brian Moore

The year 2024 will be the first fully post-pandemic year. The fog will start to lift, and we’ll get our first glimpse at the new normal.

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RBC GAM Monthly Economic Webcast

RBC GAM Monthly Economic Webcast - December 2023

 December 15, 2023 |Brian Moore

As the firm’s Chief Economist, Eric maintains RBC GAM’s global economic forecast and advises our portfolio managers on key themes and risks.

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RBC GAM MacroMemo Dec. 12, 2023 - Jan. 8, 2024

Macro Memo December 12, 2023 - January 8, 2024

 December 15, 2023 |Brian Moore

Everything rallies / Strong data but weak trend / Happy inflation / Central bank cuts? / Record elections ahead / Global tax / De-globalization / AI

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Black Friday spending surprised to the upside despite a softening macro backdrop

Black Friday spending surprised to the upside despite a softening macro backdrop

 December 11, 2023 |Carrie Freestone
Retail sales ticked up in November in the midst of the holiday shopping period. Even after adjusting for inflation, real retail sales (excluding autos) were tracking an increase relative to October. Clothing stores and gasoline were responsible for the...
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RBC Economics Proof Point

Proof Point: Why Has U.S. Consumer Spending Been More Resilient Than Canada's?

 December 04, 2023 |Brian Moore

Canadian household spending is already pulling back and we expect the U.S. consumer will follow as savings run out.

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