Listen "A Pullback May Have Started, Tariffs in Focus, Watching Financials Valuations"
Episode Synopsis
Three big things you need to know: First, over the past week we’ve become increasingly convinced that a 5-10% pullback in the S&P 500 may have already started. Second, post-election company commentary has been heavily weighted to tariffs, a part of the Trump agenda that has concerned many equity investors. Third, other things that jump out from our high frequency indicators include Financials valuations that remain slightly attractive vs. the broader market.
More episodes of the podcast RBC's Markets in Motion
Our Year-Ahead US Equity Market Outlook
01/12/2025
What We're Watching & What's Working
24/11/2025
Early Learnings From Earnings
28/10/2025
Thoughts On Week 1 of Reporting Season
21/10/2025
The Hunt For Red October
13/10/2025
3Q25 RBC Analyst Outlook Survey Results
09/10/2025
Conversations in the US
06/10/2025
Conversations in London
29/09/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.