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Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

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Europe: Filtering out the noise

The European economy has been surprisingly resilient, though the European Central Bank (ECB) is alert to the risk of rising natural gas prices. Given the crowded political agenda ahead, we explore where political noise could create opportunities.

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