RBC Wealth Management

The Fed is often thought to have complete freedom in setting policy, but wealth effects and massive deficits constrain its flexibility more than investors may realize. The post Circumstances constrain Fed’s freedom appeared first on RBC Wealth Management .

The country has seen a new driver of exports, and it has not been affected by the Middle East conflict to the extent of many others. This article assesses China’s current economic performance and the equity market outlook for the remainder of 2026. The post China’s economy in a time of uncertainties appeared first on RBC Wealth Management .

economicsmacroeconomics

Emerging market (EM) equities have carried their momentum from 2025 into 2026, underpinned by tentative signs of a turning point in profitability, supportive macro themes, reasonable valuations and broadening investor participation. The post Emerging market equities: Making progress appeared first on RBC Wealth Management .

While the U.S. economy shows surprising resilience, persistent inflation and a growing energy shock threaten to widen the gap across sectors. The post May monthly executive briefing: A tale of two economies appeared first on RBC Wealth Management .

chloetejada
23d ago

The U.S. stock market has challenges coming from all sides yet continues to rally. At first glance the market may seem disconnected from reality. However, corporate earnings have been the great stabilizer. The post The earnings bedrock appeared first on RBC Wealth Management .

economicsfinance

AI has been all the rage, but quantum computing may be tech’s next big thing. While the timing of its commercial viability is uncertain, many governments see it as a cornerstone of long-term economic competitiveness and national security. The post Quantum computing and the next technology contest appeared first on RBC Wealth Management .

quantum-computingtechnology
chloetejada
5/15/2026

Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fears are now growing that AI could also disrupt sectors, hurt workers and pose a risk to the economy. The post The promise and peril of AI appeared first on RBC Wealth Management .

aiai-ethics

U.S. equity markets are at record levels, supported by resilient corporate earnings and investors looking past geopolitical risks in the Middle East. However, a widening gap is emerging between asset prices and underlying economic conditions. The post The delicate shift toward an efficiency-driven economy appeared first on RBC Wealth Management .

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next. The post Midterms, the market and what matters appeared first on RBC Wealth Management .

A new era is at hand at the Fed with Kevin Warsh poised to become the next chair. We look at how this may affect monetary policy ahead and point out that the days when the chair held outsized influence over the institution may be a thing of the past. The post Fed change is afoot, in more ways than one appeared first on RBC Wealth Management .

The U.S. stock market’s resilience was on display after hitting an all-time high as Middle East crisis risks de-escalated. But inflation and economic growth headwinds shouldn’t be ignored, and we examine how the investment environment is taking shape. The post A resilient rally for U.S. equities, but economic headwinds persist appeared first on RBC Wealth Management .

economicsfinance
chloetejada
4/15/2026

Electricity has emerged as a key constraint on AI hyperscalers’ ambitious capital spending plans. Data centers consume a growing share of U.S. electricity. Despite rising investment in generation and transmission, capacity is struggling to keep up, and electricity prices are rising. The post Data center power struggle appeared first on RBC Wealth Management .

aimachine-learning

With war and geopolitics dominating headlines, it’s easy to overlook slower-moving changes in the investment background. We think it is important for investors to reexamine some long-held assumptions on policy impacts and investor behavior. The post An evolving role for the dollar and the Fed appeared first on RBC Wealth Management .

economicsfinance

Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investors should think about portfolio allocations so that they can act as an anchor during periods of extreme volatility. The post Coping mechanisms for equity market volatility appeared first on RBC Wealth Management .

economicsfinance

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely. The post Global equity: Buckle up but don’t give up appeared first on RBC Wealth Management .

economicsfinance

The Middle East conflict has thrust energy markets into crisis. While diplomatic overtures have offered a glimmer of de-escalation, military buildups and strikes persist. We look at evolving strife, market risks ahead and lessons history offers. The post Iran war: De-escalating or escalating? appeared first on RBC Wealth Management .

Baby boomer, Gen X and millennial women are fundamentally changing how wealth is built, what it represents and how it can be used to create lasting impact. The post Women, wealth and legacy: Three generations are redefining financial success appeared first on RBC Wealth Management .

economicsfinance
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