Listen "Conversations in the US"
Episode Synopsis
The big things you need to know:First, many of the US equity investors we met with last week were frustrated and wary.Second, other things that jump out in our work include a speech by the USTR to the financial community in NYC last week, the recent fade in the broadening trade and Small Cap leadership, the continued easing in earnings sentiment, and expectations around the shutdown’s duration in betting markets.
More episodes of the podcast RBC's Markets in Motion
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 London
29/09/2025
Very Early Thoughts on 2026
15/09/2025
Additional Uncertainty
09/09/2025
Wrapping Up The Summer, Tariff Thoughts
02/09/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.