RBC Business Segments and Market Strategy slide image

RBC Business Segments and Market Strategy

2016 Economic Outlook Projected Economic Indicators for 2016 (1) RBC Unemployment Interest Rate Current Account GDP Growth Inflation Rate (2) (3 mth T-bills) Balance/GDP (2) Budget Surplus/GDP (3) Canada 1.8% 1.7% 6.8% 0.6% -3.9% -0.2% U.S. 2.3% 1.3% 4.9% 0.7% -2.9% -2.0% Euro Area 1.6% 0.6% 10.5% NA 3.6% -1.9% Canada U.S. ■ The Canadian economy is poised to modestly grow in 2016 alongside a slight rise in crude oil prices. Firm export performance from a strengthening U.S. economy is expected to be accompanied by persistent growth in household spending and a smaller, although still significant, decline in energy sector investment ■ The Bank of Canada is expected to maintain its current policy stance as it awaits evidence that the economy is transitioning towards the non-resource sectors being the key drivers of growth ■ Consumer spending is expected to remain a key source of economic growth while housing market activity, nationally, will likely continue to be supported by accommodative borrowing conditions ■ Economic growth in the U.S. is expected to remain solid in 2016 led by sustained growth in the domestic side of the economy; namely, consumer spending and business investment. Less drag on economic growth from net trade in 2016 is expected as the U.S. currency is poised to stabilize ■The U.S. Federal Reserve is expected continue to withdraw monetary policy stimulus in 2016 as unfolding domestic developments confirm sustained progress towards achieving the Fed's objectives of full employment and price stability Π A broadening out of the drivers of economic growth is expected to support the ongoing Euro zone recovery in 2016, although growth is expected to remain subdued · Significant monetary stimulus by the European Central Bank has curbed deflationary risks ■ A sluggish pace of structural reforms is expected to keep growth subdued in parts of the Euro zone ■ Financial stress is likely to weigh on economic activity in 2016 ■ Euro area Economic Backdrop (1) RBC Economics Research as of February 12, 2016 and reflect forecasts for calendar 2016. (2) European Commission, RBC Economics Research. (3) Department of Finance, Congressional Budget Office, European Commission, RBC Economics Research. 27
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