Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

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Asian woman reviewing computer

Global Insight U.S. Recession Scorecard
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Federal Reserve

Fed change is afoot, in more ways than one

 May 01, 2026 |Thomas Garretson, CFA

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.

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