About this episode
The big things you need to know:
- First, across all industries and regions, our analysts are constructive on performance over the next 6-12 months.
- Second, at the global sector level our analysts have the most positive performance outlooks for REITs, Materials and Financials.
- Third, our analysts were slightly less optimistic on forward performance for Europe/UK than other regions.
- Fourth, our analysts generally had mixed views of the policy backdrop.
- Fifth, when we look at some of our macro indicators, Canada has been the bright spot in terms of performance YTD and over the past month.
Get every episode summarized
Each time RBC's Markets in Motion publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from RBC's Markets in Motion
Baking in a Two-Speed Economy & EPS Backdrop into Our S&P 500 Forecast
RBC's Markets in Motion
May 8, 20265:35pending
Taking The Stock Market’s Temperature, Takeaways from an Avalanche of Earnings
RBC's Markets in Motion
May 4, 20266:57pending
Resilience With a Dose of Caution
RBC's Markets in Motion
Apr 27, 20267:25failed
April 2026 Global Analyst Survey Results - Constructive, Aside From The War
RBC's Markets in Motion
Apr 24, 20264:25failed