57 episodes

The 10-Minute Take podcast provides insights from RBC economists and market experts on events unfolding around the globe.

The 10-Minute Take RBC Thought Leadership

    • Business
    • 4.8 • 40 Ratings

The 10-Minute Take podcast provides insights from RBC economists and market experts on events unfolding around the globe.

    How the Throne Speech can help Canada's recovery

    How the Throne Speech can help Canada's recovery

    In today's Speech from the Throne, the Governor General is expected to lay out the government's vision for the pandemic recovery. It won’t be easy, with COVID-19 cases on the rise and investor confidence wobbling. While the economy has improved since April lows, the recovery continues to be fragile – especially in the face of a possible second wave. Where should the government focus its investments? And if it survives the confidence vote, what could we expect in its next budget? Craig Wright, RBC's Chief Economist, shares his view on the economic outlook and what’s needed from the throne speech.

    Background Reading:

    Canadian throne speech to lay out policy plans in the thick of pandemic: https://bit.ly/2ZZ7xVO
    Economic conditions improve but bumpy road ahead: https://bit.ly/3clyJD2

    For more insights about social, economic and technological trends, visit rbc.com/thoughtleadership.

    • 10 min
    How the crises of 2020 have focused investors on ESG

    How the crises of 2020 have focused investors on ESG

    2020 brought us a pandemic and a boiling point in protests over racial inequities - and investors took notice. It's why the market has seen record flows into ESG - or, environmental, social, and governance - funds, which have benefited sectors that may be surprising to some. Could we see more funds going into traditional sectors? And what trends may gain momentum into 2021? Sara Mahaffy, RBC Capital Markets' U.S. Equity Strategist, shares her findings on ESG performance.

    Background Reading:

    As S&P Companies Rethink D&I Policies, ESG Funds Attract Record Flows: https://bit.ly/35GFU7y

    For more insights about social, economic and technological trends, visit rbc.com/thoughtleadership.

    • 9 min
    Why tech has staying power, despite market sell-off

    Why tech has staying power, despite market sell-off

    To many observers, last week's dramatic sell-off of tech stocks was inevitable, especially given how fast they climbed since the March low. But the appeal of tech won't fade anytime soon. The pandemic fundamentally altered behaviour (did anyone say work from home?) and set into motion a rethink of how companies will operate in a digital-first world - and what technologies they'll need to succeed. So what does the performance of tech stocks actually reveal about investor sentiment? And how will tech-heavy markets fare with the uncertainty of future government stimulus? Alex Zukin, RBC Capital Markets' Software Equity Analyst, shares why there are still tailwinds ahead for tech.

    For more insights about social, economic and technological trends, visit rbc.com/thoughtleadership.

    • 10 min
    How the U.S. Fed’s landmark policy shift goes beyond inflation

    How the U.S. Fed’s landmark policy shift goes beyond inflation

    Wyoming’s state motto, “Equal Rights,” might have hinted at the U.S. Fed’s new monetary policy strategy that was revealed at this year’s (virtual) Jackson Hole Economic Symposium. Chairman Jerome Powell announced changes emphasizing the importance of both inflation and labour within its mandate. But what are the risks of shifting from an inflation target of 2% to an average of 2% over time? And how will a renewed focus on employment affect interest rates and growth into 2021? Tom Porcelli, RBC Capital Markets’ Chief U.S. Economist, shares his take on how the Fed’s new approach could play out in markets and the economy.

    For more insights about social, economic and technological trends, visit rbc.com/thoughtleadership.

    • 10 min
    How Apple became the most valuable public company in the world

    How Apple became the most valuable public company in the world

    Apple is within striking distance of a historic USD$2 trillion valuation, buoyed by a loyal customer base and our collective dependence on smartphones. Even amid a global pandemic, the company has benefited from a boost in sales thanks to government stimulus. But can the company continue to stay hungry (and foolish, as Steve Jobs would say) in its dominant market position? And how will it fare in the face of lawsuits and antitrust probes? Robert Muller, RBC Capital Markets' Enterprise Hardware Analyst, shares what's behind Apple's growth.

    For more insights about social, economic and technological trends, visit rbc.com/thoughtleadership.

    • 8 min
    How COVID created a supercharged summer housing market

    How COVID created a supercharged summer housing market

    Across Canada, the housing market rebounded as pent-up demand pumped up sales volumes and prices in June and July. Montreal, for example, set a new record – 46% jump in year-over-year sales. The pandemic has also shifted preferences, as more homebuyers venture to the suburbs in favour of space and greenery (putting a damper on the previously-hot urban condo market). Will we see this activity extend into the fall? And has COVID created a fundamental change in buying behaviour? RBC Senior Economist Robert Hogue shares his outlook on the housing market.

    Background reading: https://bit.ly/3gRZi42

    For more insights about social, economic and technological trends, visit rbc.com/thoughtleadership.

    • 9 min

Customer Reviews

4.8 out of 5
40 Ratings

40 Ratings

agbulax ,

Short and sweet!

I enjoy my short 10 minute update. Great idea.

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Excellent crisp bite size information well set in this podcast series .

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