Market commentary

Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.

Periodicals

Trend & cycle roadmap

May 7, 2025 - RBC Wealth Management

Read more (T&C Roadmap)

Global insight weekly

June 1, 2023 - RBC Wealth Management

Read more (GI Weekly)

Global insight monthly

January 7, 2026 - RBC Wealth Management

Read more (GIM)

Municipal market insight

January 9, 2024 - RBC Wealth Management

Read more (MM insight)

Fixed income interest rate market monitor

January 12, 2026 - RBC Wealth Management

Read more (IRMM)

Daily market view

April 18, 2023 - RBC Wealth Management

Read more (Market View)

Market cycle quilts

October 28, 2024 - RBC Wealth Management

Read more (Market Quilts)

Trend & cycle: The long view

October 30, 2024 - RBC Wealth Management

Read more (T&C Long View)

Latest Insights

Woman computer finances

Financial health and wellness - a reality checkup for the new year

Jan 09, 2026 | Angie O'Leary |

Want better financial health in the year ahead? Focus on these four things.

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New York Stock Exchange

U.S. equity returns in 2025: Record-breaking resilience

Jan 08, 2026 | Kelly Bogdanova |

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

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Single office town New York skyline

Building on a narrow base

Jan 07, 2026 | Atul Bhatia, CFA |

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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Executive summary: Global Insight 2026 Outlook

Dec 18, 2025 | The Global Portfolio Advisory Committee |

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

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The Fed takes a turn down easy street

Dec 12, 2025 | Thomas Garretson, CFA |

Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.

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Let's connect today

If anything you have read here spurs a question or investment idea, please contact us anytime. We're happy to discuss any of these topics with you.