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

August 6, 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

August 17, 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

Repairing a pothole

U.S. fiscal policy potholes

Aug 20, 2026 | Atul Bhatia, CFA |

Identifying imperfections in U.S. fiscal policy is an easy task, but it’s less clear what the adjustment process will look like. We discuss the potential path ahead for the bloated federal deficit and debt, and what it could mean for investors.

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Conversation

Sector ETFs vs. benchmark indexes: How RIC rules shape your investments

Aug 14, 2026 | Matt Heerey, CIMA® |

Sector ETFs and benchmark indexes try to track the same thing, an economic sector, yet differences in regulatory frameworks complicate the comparisons.

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Senior women with tea on outdoor terrace

How ‘inner wealth’ is reshaping financial planning for high-net-worth women

Aug 11, 2026 | Angie O'Leary Head of Wealth Strategies and Solutions RBC Wealth Management–U.S. |

Women are redefining financial freedom and aligning wealth with values—without sacrificing returns. Financial plans must evolve with them.

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The earnings anchor

Aug 10, 2026 | Kelly Bogdanova |

Middle East stress comes and goes, and could come back again. But corporate profit results and the earnings outlook tend to have a more enduring impact on U.S. stock market performance. We assess the earnings trends and future prospects.

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Global equity: Push and pull

Aug 06, 2026 | Jim Allworth |

A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

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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.