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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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woman shopping in supermarket

June Monthly Exec Briefing: U.S. consumer bruised by persistent inflation

Jun 29, 2026 | Frances Donald, Mike Reid, Carrie Freestone and Imri Haggin, RBC Economics |

Businesses may increasingly find their ability to pass higher prices on to U.S. consumers is eroding for the first time after the pandemic.

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Tankers

U.S./Iran: After the “truce”

Jun 26, 2026 | Frédérique Carrier |

Markets have exhaled, and inflation fears have eased. But for governments and companies alike, the drive towards self-sufficiency remains a strategic priority.

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