6 min listen
Supply Chain Concerns Spark Deterioration In Investor & Earnings Sentiment
Supply Chain Concerns Spark Deterioration In Investor & Earnings Sentiment
ratings:
Length:
5 minutes
Released:
Sep 20, 2021
Format:
Podcast episode
Description
This week in the podcast, we tackle three topics: investor sentiment, earnings sentiment, and supply chains.Three big things you need to know: (1) First, individual investor sentiment has fallen so hard recently, it may soon send a contrarian buy signal. (2) Second, earnings sentiment has started to deteriorate, led by Cyclicals, but Secular Growth has stayed resilient. (3) Third, we highlight what we’re watching on supply chains -- specifically, the rate of change in freight costs, global COVID trends, and regional Fed surveys -- where we are seeing some faint glimmers of hope.
Released:
Sep 20, 2021
Format:
Podcast episode
Titles in the series (100)
What We’ve Learned So Far In 2Q20 Reporting Season by RBC's Markets in Motion