Thought Leadership

Get the latest views on timely issues and events from our economists and market experts. With over 300 researchers, strategists and economists, we bring clients a unique vantage point on today’s capital markets and global economies. With both broad- based and in-depth experience, our global team partners with external experts to publish thought leadership pieces dealing with some of the most pressing and impactful issues of the day.

Recent Articles

September 18, 2018

Big-Four Australian Bank Funders Talk Strategy as the Season Changes

Gerard Perrignon, Managing Director, Debt Capital Markets, sat down with the heads of funding from the big-four Australian banks at the 10th annual KangaNews funding roundtable, discussing investor perception of the Australian banking sector in the royal-commission era, base-rate elevation, sustainable funding and the capital outlook.

September 14, 2018

NAFTA: A genuine breakthrough?

The US and Mexico have bridged their key differences, and the pressure is on Canada to ensure NAFTA 2.0 remains a trilateral agreement. RBC Wealth Management takes a closer look at the ongoing NAFTA negotiations and the key sticking points.

September 14, 2018

The George Davis Report: September 2018 Edition

Don’t miss this month’s edition of The George Davis Report – where George discusses the impact of potential rate hikes and trade uncertainties on the trajectory of the Canadian dollar.

August 31, 2018

Canadian June Retail Numbers Signal a September Rate Hike Unlikely

Dawn Desjardins, Deputy Chief Economist at RBC, joins BNN Bloomberg to break down the latest Canadian economic retail numbers. She says the numbers are in line with expectations and doesn’t believe they’ll trigger an earlier rate hike in September. She adds that the trade profile is the real concern for the Bank of Canada.

August 24, 2018

Oil Strategy: Three Nuances of the SPR Release

The US Department of Energy’s offer to sell 11 mb from US strategic oil reserves earlier this week is part of a larger congressional mandate, and its timing is far from coincidental, RBC’s Commodity Strategy team writes. The notice contained three details worth highlighting, which include the delivery period, the pricing, and the potential SPR (The Strategic Petroleum Reserve) placement rate.

August 23, 2018

Fundraising Frenzy in Tech Unlikely to End Soon

Michal Katz, RBC Capital Markets co-head of U.S. technology investment banking, discusses the fundraising frenzy in tech with Bloomberg's Emily Chang on "Bloomberg Technology."

August 23, 2018

On the Precipice of an Infrastructure Golden Age

Tim Foy, Managing Director, Head of Infrastructure and M&A Australia, comments on Australia transforming into one of the world’s strongest markets for infrastructure investment.

August 17, 2018

Market Enthusiasm for FANG has Become Reasonably Robust

Mark Mahaney, Managing Director covering the Internet sector at RBC Capital Markets, sat down with CNBC to discuss the performance in the technology sector and what he sees for the FANG names.

August 14, 2018

Part 4 - What Lies Ahead: What Does the Next Oil Cycle Look Like?

Since the downturn, state-owned oil companies have gained a larger role. Electric vehicle growth, the rise of renewable energy and the resulting fight for capital all make the nature of the next oil cycle uncertain.

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