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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Semiconductors

First-half 2026 equity recap: Leadership comes in different forms

 Jul 02, 2026 |Kelly Bogdanova

While semiconductor stock performance dominated headlines in the first half, the U.S. equity rally is more than a simple semi story. We dissect four key catalysts that held sway over performance and provide thoughts on what lies ahead for investors.

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