Australian Research at a Glance - June 23, 2026

Research evidence excerpt

Australian Research at a Glance - June 23, 2026

AUSTRALIAN RESEARCH AT A GLANCE

effect, and we still believe prices may tick somewhat higher in July.

Josh Wolfson (Analyst) The Gold Standard: Market Review – June 19

(416) 842-9893; josh.wolfson@rbccm.com Published June 21 2026 18:24:25 EDT

In this publication, we review detailed changes within global equity, fixed income,

commodity, and currency markets.

Josh Wolfson (Analyst) The Gold Standard: Spot Gold Comparable Tables

(416) 842-9893; josh.wolfson@rbccm.com Published June 22 2026 05:30:00 EDT

Precious Metals Producers and Royalties

We provide a range of spot and RBCe deck valuations for all companies currently

included in RBC's North American precious metals coverage universe.

Investment Strategy Research

Sara Mahaffy, CFA (Analyst) Sara's Scoop

(212) 618-7507; sara.mahaffy@rbccm.com Published June 22 2026 00:15:00 EDT

State Of Exclusions Policies + Update On Defense

About This Report: This report updates our research on exclusionary screening —

one of the many ways investors incorporate sustainability considerations into their

investment process — covering key trends in 2026, with a spotlight on defense.

Lori Calvasina (Analyst) US Equity Strategy Quick Take

(212) 618-7634; lori.calvasina@rbccm.com Published June 21 2026 23:10:31 EDT

What We Heard Last Week

Our weekly Pulse report is off this week due to analyst travel and the holiday

weekend in the US. However, we wanted to share what we learned from our

meetings with Canadian-based investors in US equities last week (we detected

anxiety around the Fed and geopolitics, amid self-described cautiously optimistic

outlooks), as well as a few updates from our data sets (most notably, investor

sentiment remained weak on the AAII survey, while C-suite optimism picked up