RBC's Markets in Motion
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
Episodes (408)
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
Climbing the Wall of Worry
RBC's Markets in Motion
A Fragile, Foggy Bottom
RBC's Markets in Motion
Thinking Through Tier 2
RBC's Markets in Motion
This Might Take A Minute
RBC's Markets in Motion
Lingering Confidence & Emerging Concerns
RBC's Markets in Motion
Beyond the Headlines: Oil, Inflation and Market Risk
RBC's Markets in Motion
A Bottom-Up Look At The Bear Case On Iran, US Valuations From Two Perspectives
RBC's Markets in Motion
What We’re Watching on Iran & Stocks Generally
RBC's Markets in Motion
What We’re Thinking About As Tariffs Move To A New Phase
RBC's Markets in Motion
A Little More Love For Small Caps
RBC's Markets in Motion
Bouncing Back
RBC's Markets in Motion
From Sleepy To Slightly Squishy
RBC's Markets in Motion
A Sleepy Start to Earnings, Small Cap P/Es Surge
RBC's Markets in Motion
Earnings Season Offers US Equity Investors a Chance to Refocus on the Micro
RBC's Markets in Motion
The Calendar Turns
RBC's Markets in Motion
Our Year Ahead US Sector Outlook – Seeking Out Value
RBC's Markets in Motion
What The US Equity Market Has Been Thankful For
RBC's Markets in Motion
Our Year-Ahead US Equity Market Outlook
RBC's Markets in Motion
What We're Watching & What's Working
RBC's Markets in Motion
Thoughts on Earnings, Small Caps, and the Shutdown
RBC's Markets in Motion
Latest Earnings Color, More Tricks Than Treats
RBC's Markets in Motion
Early Learnings From Earnings
RBC's Markets in Motion
Thoughts On Week 1 of Reporting Season
RBC's Markets in Motion
The Hunt For Red October
RBC's Markets in Motion
3Q25 RBC Analyst Outlook Survey Results
RBC's Markets in Motion
Conversations in the US
RBC's Markets in Motion
Conversations in London
RBC's Markets in Motion
Watching the Homebuilders, EPS Revisions, Investor Sentiment, Capex, and Flows
RBC's Markets in Motion
Very Early Thoughts on 2026
RBC's Markets in Motion
Additional Uncertainty
RBC's Markets in Motion
Wrapping Up The Summer, Tariff Thoughts
RBC's Markets in Motion
Mega Cap Growth Earnings, Small Cap’s Recent Pop, Mixed Vibes To End The Summer
RBC's Markets in Motion
Winding Down With No Regrets
RBC's Markets in Motion
The Real Test is Coming Up
RBC's Markets in Motion
Fine, But Not Fabulous
RBC's Markets in Motion
Updating Our S&P 500 Price Target, Thoughts On Earnings, New Worries
RBC's Markets in Motion
Mid-Year Market Musings
RBC's Markets in Motion
Mid-Year 2025 Global Analyst Outlook Survey; US Sector Recommendation Changes
RBC's Markets in Motion
Recapping Our Biggest Call of the Year
RBC's Markets in Motion
Solid EPS Stats, Weak Corporate Vibes, Recapping Our Middle East Read Throughs
RBC's Markets in Motion
The Recent Escalation in the Middle East From a US Equity Lens
RBC's Markets in Motion
Improved 2026 EPS Outlooks, A Less Favorable Sentiment Set Up, Seasonal Trends
RBC's Markets in Motion
Messy Markets and Investor Pickles
RBC's Markets in Motion
Tweaking Our Target
RBC's Markets in Motion
Updating Our 2025 S&P 500 EPS & Valuation Models, The Market's Bad Mood
RBC's Markets in Motion
A Little Less Conversation About Tariffs
RBC's Markets in Motion