Earnings Wind Down, Stretched Positioning, Valuations With Less Room to Run
About this episode
Three big things you need to know: First, earnings season is winding down with a disappointing feel to us on the stats, though it’s admittedly not driving price action right now. Second, in our transcript reading, a mixed macro and consumer remained in focus, as companies began to highlight key policy issues they are watching post election. Third, positioning in US equity futures, for both the S&P 500 and Russell 2000, looks stretched. Valuations have some room to run, but not a ton.
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
Taking The Stock Market’s Temperature, Takeaways from an Avalanche of Earnings
RBC's Markets in Motion
Resilience With a Dose of Caution
RBC's Markets in Motion
April 2026 Global Analyst Survey Results - Constructive, Aside From The War
RBC's Markets in Motion