Latest Insights

Dockworkers

Tariffs: A revenue win – but not a deficit fix

Feb 19, 2026 | Kelly Bogdanova |

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

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European Union flags

Can Europe meet the moment?

Feb 12, 2026 | Frédérique Carrier |

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

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Federal Reserve

Trump Warshes his hands of Powell

Feb 06, 2026 | Thomas Garretson, CFA |

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

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Joe Martello

831-333-5911
joe.martello@rbc.com