The Download with David Richardson RBC Global Asset Management (RBC GAM)

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/.
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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/.
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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/.
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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/.
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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/.
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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/.
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