17 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

    • Business
    • 4.9 • 41 Ratings

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

    Why markets will remain volatile (to a degree) through the U.S. election

    Why markets will remain volatile (to a degree) through the U.S. election

    Global markets have been bouncing up and down since President Trump announced he tested positive for COVID-19 last week. Add to this the on-again, off-again stimulus talks ahead of the already-contested November 3rd U.S. election and you have a recipe for political uncertainty and increased market volatility. And yet, volatility has been relatively muted -- pullbacks have been shallow while upsides have been capped. Are we seeing a paradigm shift in risk tolerance? George Davis, RBC Capital Markets' Chief Technical Strategist in Foreign Exchange Trading, shares what’s surprised him about recent market movements.

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

    • 10 min
    Why the airline industry is bracing for more turbulence

    Why the airline industry is bracing for more turbulence

    If you felt your travel plans were disappointing this summer, spare a thought for the airline industry. Border restrictions, travel advisories, mandatory self-quarantine… policies that are critical for public health have been devastating to carriers, which are hemorrhaging millions of dollars each day. When will travel get back to normal? How does the propensity to travel differ across classifications? And how are carriers convincing customers that it's safe to fly again? Walter Spracklin, Transportation and Industrials Analyst at RBC Capital Markets, shares what the airline industry needs to recover from the COVID crisis.

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

    • 10 min
    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

Customer Reviews

4.9 out of 5
41 Ratings

41 Ratings

agbulax ,

Short and sweet!

I enjoy my short 10 minute update. Great idea.

tuhinachatterjee ,

Feedback

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

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