Additional Uncertainty

The big things you need to know:First, in tandem with the 5% decline in the S&P 500, investor and consumer sentiment have slipped in recent updates as investors have digested the possibility of a longer conflict in Iran and consumers have started to notice higher gas prices.Secon ...  Show more

This week, we are excited to bring you a special edition of the podcast, a recording of a panel done by Lori Calvasina (Head of US Equity Strategy), Helima Croft (Head of Global Commodity & MENA Research), and Frances Donald (Chief Economist, Royal Bank of Canada) on March 10th, ...  Show more

Send a textUS stocks rally continues after Chairman Powell’s comments. French developments and ECB doves keep euro in check. China reacts to bond market rally, but real issues persist. Kiwi under pressure as RNBZ turns dovish.Risk Warning: Our services involve a significant risk ...  Show more

Send a textGold edges lower, dollar shines after another round of rosy US data. Australian dollar recovers on RBA decision and China stimulus hopes. Shares on Wall Street lose momentum, but remain near record highs.Risk Warning: Our services involve a significant risk and can res ...  Show more

Send a text‘Higher for longer’ fears ease as US consumers spend less. Pullback in yields propels S&P 500 to another record close. Dollar softness props up euro as ECB doves get more vocal.Risk Warning: Our services involve a significant risk and can result in the loss of your inv ...  Show more

Lori Calvasina of RBC Capital Markets and Adam Crisafulli of Vital Knowledge discussing the ongoing equity pullback and Calvasina digs into why her S&P 500 bear case is now the base case. Our Megan Cassella reports on the White House’s tariff plans targeting China, while Pippa ...