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.

Latest Insights

How electric power is increasingly becoming a constraint on U.S. economic growth

Oct 02, 2026 | Tyler Frawley, CFA

For most of the past two decades, the U.S. power system had a relatively simple job: maintaining the grid for an economy where electricity demand barely grew. But that job is changing quickly.

Read more

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.

Read more in Global Insight Monthly

Let's connect today

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