businessDec 8, 20257:46pending
What The US Equity Market Has Been Thankful For
About this episode
The big things you need to know:
- First, several things that US equity markets have been linked to (breadth, bitcoin, private market fears, Fed cut expectations, consumer sentiment) have gotten better in recent updates.
- Second, a few signals from our year-ahead outlook analysis have shifted over the past week.
- Third, there have been a few interesting twists and turns in positioning since Thanksgiving week in terms of sectors and factors.
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