Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

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Latest Insights

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Europe summer 2025: Headlines galore

Aug 21, 2025 | Frédérique Carrier

Europe has seen heavy news flow this summer. We look beyond the headlines to identify what we believe are attractive areas of the European equity market.

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Tapping the brakes on the equity rally: Q3/Q4 challenges ahead

Aug 15, 2025 | Robert Sluymer, CFA, Technical Strategist – New York

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

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