While semiconductor stock performance dominated headlines in the first half, the U.S. equity rally is more than a simple semi story. In this special market update, we dissect four key catalysts that held sway over performance and provide thoughts on what lies ahead for investors.

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might—or might not—be suggesting for this year and next.

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely

Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.