Listen "The Hunt For Red October"
Episode Synopsis
The big things you need to know:First, earnings sentiment has been fading for the broader US equity market and is at a critical juncture for the biggest market cap names and Tech sector within the S&P 500.Second, macro signals were mixed from the S&P 500 companies that reported over the past few weeks.Third, our thoughts on Friday’s weakness in the S&P 500.
More episodes of the podcast RBC's Markets in Motion
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
3Q25 RBC Analyst Outlook Survey Results
09/10/2025
Conversations in the US
06/10/2025
Conversations in London
29/09/2025
Very Early Thoughts on 2026
15/09/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.