RBC's Markets in Motion

RBC's Markets in Motion

Por: RBC Capital Markets
Our regular podcast from Lori Calvasina, Head of US Equity Strategy, that brings a fresh perspective and nuanced, data driven view on the forces shaping U.S. equity markets.
Disclaimer: https://www.rbccm.com/en/policies-disclaimers.page
200 episodios disponibles

Latest episodes of the podcast RBC's Markets in Motion

Mostrando página 3 de 10

EPS Revisions Fade, Sentiment Wanes, P/Es Contract, & Flows Fade as 2025 Begins 06/01/2025
Navigating markets in 2025: Whipsaws and fatter-tails call for tactical moves 24/12/2024
Positioning Takes a Tiny Hit, Mixed Shifts in Key Consensus Macro Assumptions 09/12/2024
Early Thoughts on the 2025 S&P 500 Sector Outlook 04/12/2024
Some of the Biggest Things We're Thinking About Heading Into 2025 26/11/2024
A Pullback May Have Started, Tariffs in Focus, Watching Financials Valuations 18/11/2024
Earnings Wind Down, Stretched Positioning, Valuations With Less Room to Run 11/11/2024
What We've Been Talking About After The Election 07/11/2024
Higher Level Thoughts on the Outcome of the US Election 05/11/2024
A Mildly Disappointing Reporting Season So Far, Election Thoughts 28/10/2024
Good Start for the Rotation Trade, Clogs in the Pipes, Election Muscle Memory 21/10/2024
3Q24 Earnings Preview 14/10/2024
September Analyst Survey Results, Changes To Our US Sector Views 08/10/2024
Economic Tailwinds Return, Boosting Small Caps 07/10/2024
Spotlight on the US Elections 02/10/2024
Thoughts On The S&P 500 Following The Fed, Plus A Few Other Updates 23/09/2024
Small Caps’ Good Day, US Election Policy Read Throughs 16/09/2024
Employment Uncertainty Growth, Election Uncertainty Persists 09/09/2024
Back to Reality 04/09/2024
Odds & Ends To End The Summer 21/08/2024
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