Trend & Cycle: The Long View — June 2025 (RBC WM)
We continue to view the recent pause as a needed consolidation following the impressive rebound from the April…
Markets Outlook
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Ten Challenges Facing China’s Economy (Bruegel)
China’s economic problems are structural; the response so far has not tackled the root causes.
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Do Commodities Still Matter for Emerging Market Debt or FX? (Franklin Templeton)
OPEC’s surprise increase in oil production and the U.S. tariff announcements led to a sharp drop in crude oil…
The Great Diversification Is Underway (Amundi)
Geopolitics is changing the macro and market environment, as 'The Great Diversification' plays out.
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