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RBC Thought Leadership Geopolitics, Trade and the Economy

Strategic analysis and actionable insights on Canada’s economic and strategic position in a shifting global order.

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U.S. Midterms: What the Blue wave means for Canada

How the political shift could impact the fractured relationship between the two nations—on trade, energy and defence

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Major Reports

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Articles

Trade Hub: Insights on how Canada can build a resilient economy and fortify North America

The latest tensions with the U.S. should jolt Canadians into seeking an economic and trade reboot.

Davos 2025: Searching for nuggets in the new golden age

At Davos this year, it felt like a new age had begun. Here are the nine themes that emerged at this year’s Forum.

CER Update: Ottawa’s Flexibility On Natural Gas Gives Provinces Major Win

The federal government’s latest Clean Electricity Regulations update shows it’s softening its position on sharply cutting emissions from natural…

Power Shift: How Ontario Can Cut Its $450-Billion Electricity Bill

Ontario faces a $450-billion investment bill by 2050 to meet surging demand and emerge as a green-grid hub that’s attractive to industries looking…

Virtual Davos: 7 Challenges for COVID and Beyond

This year’s World Economic Forum tried to address the challenges shaping 2021. Here are RBC CEO Dave McKay’s takeaways.

Biden vs Trump: What the Polling Numbers Tell Us

A look at the numbers behind the US presidential election with Molly O’Rourke, a Hart Research partner.

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