6 min listen
The Stock Market’s Tug of War
ratings:
Length:
7 minutes
Released:
Jan 19, 2022
Format:
Podcast episode
Description
In this edition of the podcast, we discuss the biggest takeaways from the publication of Macroscope, our big monthly chartbook digging into the US equity market from top to bottom, looking at everything from the S&P 500 to style to sectors to industries to factors and Small Caps. Two big things you need to know. First, we’re sticking with our 5,050 forecasts for the S&P 500 at year-end 2022, a tougher year but one that ultimately sees modest gains. Second, while we still like Value and Cyclicals in early 2022, we’ve lost faith in Small Caps’ ability to see an early year outperformance trade and dig into the reasons why.
Released:
Jan 19, 2022
Format:
Podcast episode
Titles in the series (100)
Our Thoughts on the China-US Trade Relationship, Civil Unrest in the US, and Earnings by RBC's Markets in Motion