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Sticking With Energy, Swing State Shifts

Sticking With Energy, Swing State Shifts

FromRBC's Markets in Motion


Sticking With Energy, Swing State Shifts

FromRBC's Markets in Motion

ratings:
Length:
4 minutes
Released:
Apr 10, 2024
Format:
Podcast episode

Description

Two big things you need to know: First, the Energy sector still looks attractive to us, even after its big move in March, and we remain overweight. Second, Trump has lost some momentum in swing state polling, challenging a key assumption of many non-US investors.
Released:
Apr 10, 2024
Format:
Podcast episode

Titles in the series (100)

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