Eric Lascelles discusses June’s U.S. jobs report and its implications for interest rate cuts amid slowing hiring. Eric also discusses contraction in the manufacturing sector per the latest ISM Report, lower demand, and what these mean for manufacturers and current economics conditions.  (Recorded: July 5, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-us-jobs-interest-rates-and-manufacturing/detail/?disclaimer=true.

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Stu Kedwell reflects on the first half of 2024 for stocks. Stu also looks ahead at the key themes  driving equity markets for the rest of the year, including timing on potential Fed rate cuts and the U.S. presidential race.  (Recorded: July 5, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/how-will-interest-rates-and-global-elections-impact-equities/detail/?disclaimer=true.

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Scott Lysakowski reviews the year so far for Canadian equities. Scott also discusses potential earnings growth opportunities across various sectors, notably in financials, as the Bank of Canada begins to cut rates.  (Recorded: June 27, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-stocks-at-the-half-what-were-watching-for/detail/?disclaimer=true.

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Sarah Riopelle discusses the outlook for fixed income and equities as well as an update on inflation as many central banks around the world begin to cut rates. Sarah also details why she is maintaining a neutral position within the portfolios she manages as the market landscape evolves.  (Recorded: June 20, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/maintaining-a-neutral-position-within-the-portfolios-as-markets-evolve/detail/?disclaimer=true.

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Chief Economist Eric Lascelles discusses the economic impact of the U.S. Federal Reserve’s decision to hold interest rates steady. Eric also dives into May’s U.S. inflation report, noting that while progress is being made, there is still work to be done.  (Recorded: June 13, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/fed-decision-rates-remain-unchanged-what-about-rate-cut-expectations/detail/?disclaimer=true.

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Stu Kewell discusses the market reaction to the latest U.S. CPI report, as well as the Federal Reserve’s decision to keep rates higher for longer. Stu also shares his thoughts on the narrowness of an all-time high U.S. equity market led by big tech, as other companies try to keep up.  (Recorded: June 12, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-inflation-report-fed-rate-decision-takeaways-for-investors/detail/?disclaimer=true.

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How will stronger-than-expected U.S. jobs reports affect the Fed’s plans to cut interest rates later this year? Chief Economist Eric Lascelles weighs in on the latest jobs numbers and what it means for markets and the economy.  (Recorded: June 7, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/economic-update-soaring-us-jobs-numbers-vs-rate-cuts/detail/?disclaimer=true.

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Stu Kedwell reviews the latest Canadian bank financial results and what they reveal about the health of the Canadian economy. Stu also discusses when might be the right time to think about adding bank exposure within portfolios should interest rates come down in the coming months.  (Recorded: June 3, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/canadian-bank-earnings-time-for-a-checkup/detail/?disclaimer=true.

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Stu Kedwell reviews the latest Canadian inflation stats and explores whether the Bank of Canada will lower rates ahead of the U.S. and how that could impact the Canadian dollar. Stu also discusses factors driving recent performance in gold stocks.  (Recorded: May 21, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/gauging-the-bank-of-canadas-next-rate-move/detail/?disclaimer=true.

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Andrzej Skiba shares his outlook for inflation and his expectations for interest rate cuts this year. Andrzej also highlights the current opportunities for fixed income portfolios as the yield curve declines.  (Recorded: May 17, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/is-there-still-hope-for-rate-cuts/detail/?disclaimer=true.

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