Eric Lascelles recaps the latest U.S. jobs report, digging into what’s behind the slowdown in job growth and what it means for the still-resilient economy. Eric also chats about the upcoming U.S. election, where the betting odds stand, and what each candidate could mean for the economy.  (Recorded: November 1, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/storms-strikes-and-slower-growth-analyzing-octobers-jobs-report/detail/?disclaimer=true.

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Stu Kedwell shares his insights on key themes from a recent conference in New York. He chats about why Canada’s economy lags behind the U.S., potential fiscal and immigration policy impacts on housing and labour, the shift from AI enablers to adopters, the rise of GLP weight loss drugs and more.  (Recorded: October 29, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/taking-soundbites-out-of-the-big-apple/detail/?disclaimer=true.

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Eric Lascelles discusses the outlook for the economy following the Bank of Canada’s latest 50 basis-point rate cut. Eric also shares his thoughts on how much lower the BoC might cut rates while avoiding a setback to the Canadian dollar.  (Recorded: October 23, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/cutting-through-rates-whats-next-for-the-canadian-economy/detail/?disclaimer=true.

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Stu Kedwell discusses strong third-quarter bank earnings in the U.S., and how these results may shape the outlook for further interest rate cuts and achieving an economic soft-landing. Stu also shares diversification strategies for investors to think about as market concentration begins to broaden out.  (Recorded: October 16, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/us-big-banks-beat-expectations-whats-next-for-markets/detail/?disclaimer=true.

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Interest rates are falling while U.S. job numbers are on the rise. Stu Kedwell breaks down these stories and more, including recent shifts in commodity prices, Chinese stimulus and the upcoming U.S. election.  (Recorded: October 9, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/markets-in-fall-what-to-watch-for-this-season/detail/?disclaimer=true.

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Eric Lascelles reviews the latest stories in the economy including September’s better-than-expected U.S. jobs report and what it signals for the economy. Eric also looks into the path ahead for central banks rate cuts, the impact of immigration, and the short-term and long-term economic impacts of natural disasters.  (Recorded: October 4, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/jobs-numbers-heat-up-while-rates-come-down/detail/?disclaimer=true.

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Stu Kedwell reviews an eventful few weeks in markets, including the Fed’s first 50bps rate cut as well as China’s newly unveiled stimulus measures and their potential to revive the long-stagnant economy.  Stu also discusses prospective AI capex plans, as technology companies continue to grow.  (Recorded: September 26, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-feds-first-fifty-chinas-stimulus-excitement-ai-capex-expectations/detail/?disclaimer=true.

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Josef Turnbull joins the podcast for a look at the U.S. equity market and his approach to challenges of Mag-7 concentration and the Fed’s upcoming rate cut decision. Josef also explains how investing in uncertain markets can be like sailing a boat in choppy waters, and how professional, active management can help to set a course and guide investors through.  (Recorded: September 13, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/steering-through-storms-towards-successful-outcomes/detail/?disclaimer=true.

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Stu Kedwell and Dave relate short-term focuses in sports commentary and gambling to the fluctuations that take place during long-term wealth building while in an uncertain economy.  (Recorded: September 12, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/broadcasting-on-the-back-and-forth-economy/detail/?disclaimer=true.

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Following the jobs reports from Canada and the U.S., Eric Lascelles joins Dave to discuss their effect on upcoming interest rate change.  They also share how baseball is part of their lives.  (Recorded: September 6, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/calling-balls-and-strikes-on-jobs-reports/detail/?disclaimer=true.

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