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RBC's Markets in Motion

RBC's Markets in Motion


RBC's Markets in Motion

ratings:
Length:
157 episodes
Language:
English
Format:
Podcast

Description

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
Language:
English
Format:
Podcast

Episodes1 - 10 of 157 episodes

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Analyst Survey Results Point To Optimism & Rotation, US Sector Call Changes

The big things you need to know: First, we’ve just completed our quarterly survey of RB...

4 minutes
Apr 24, 2024

Sentiment, Companies Beating Consensus, and Growth Take a Hit

The big things you need to know: First, investor sentiment has taken a bit of a hit, bu...

9 minutes
Apr 23, 2024

Seven Things We’re Thinking About Right Now

The big things you need to know: First, geopolitical concerns are spiking at a time whe...

8 minutes
Apr 16, 2024

Sticking With Energy, Swing State Shifts

Two big things you need to know: First, the Energy sector still looks attractive to us,...

3 minutes
Apr 10, 2024

Spring Cleaning on Our 2024 S&P 500 Forecasts

Three big things you need to know today: First, we lift our YE 2024 S&P 500 price targe...

9 minutes
Mar 28, 2024

Lessons From The R2000/S&P 600 Debate, Institutional Sentiment Rebounds

Two big things you need to know today: First, our work on the R2000 relative to the S&P...

6 minutes
Mar 26, 2024

Energy Thoughts, Large Caps’ EPS Advantage, Sentiment Slips More

Three big things you need to know: First, Energy has been a top S&P 500 sector since Ja...

6 minutes
Mar 20, 2024

Sentiment Slips, GDP Views Continue To Improve, Biden’s Wish List

Three big things you need to know: First, one of our key sentiment indicators has start...

5 minutes
Mar 12, 2024

Commodities – The 2024 Balancing Act

RBC’s Markets in Motion is the weekly podcast from Lori Calvasina, Head of US Equity St...

9 minutes
Feb 22, 2024

Reporting Season Stats Steady, Consumer Color, Top Charts In Our EU/ UK Meetings

Three big things you need to know: First, 4Q23 reporting season stats are similar to wh...

9 minutes
Feb 13, 2024