6 min listen
A Deep Dive into 1945; Recovery Expectations Persist
A Deep Dive into 1945; Recovery Expectations Persist
ratings:
Length:
8 minutes
Released:
May 23, 2023
Format:
Podcast episode
Description
Two big things you need to know from today's podcast: First, we took a closer look at stock market performance and economic data around the recession of 1945, the only time since the Great Depression that the stock market didn’t fall as a recession took hold. We continue to think that this period provides useful lessons for how to think about the current macro backdrop for US equities and helps to explain the resiliency of the S&P 500 this year. Second, the theme of recovery continues to jump out to us in a number of the higher frequency stats that we’ve been tracking, adding to our belief that the recent resiliency in the US equity market has been justified.
Released:
May 23, 2023
Format:
Podcast episode
Titles in the series (100)
Sizing Up Small Caps by RBC's Markets in Motion