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)
Drinking From A Firehose of Earnings
RBC's Markets in Motion
The Fog of Tariffs
RBC's Markets in Motion
Our Latest Thoughts on The Tiers of Fear, Earnings Season, and The Growth Trade
RBC's Markets in Motion
The Most Important Things We've Written About The Past Few Days
RBC's Markets in Motion
Crunch Time For The Consumer
RBC's Markets in Motion
The US Equity Market Exhales
RBC's Markets in Motion
Walking Through The Math Behind Our Updated S&P 500 Forecasts
RBC's Markets in Motion
Special Edition - A Conversation On The Equity Market Outlook
RBC's Markets in Motion
Drawdowns, Bear Case Stress Test, Vibes, Small Caps
RBC's Markets in Motion
Surveilling the Vibes
RBC's Markets in Motion
Treading Water
RBC's Markets in Motion
Uncertainty Dents Optimism
RBC's Markets in Motion
Solid Earnings Stats To Start
RBC's Markets in Motion
Early Earnings Takeaways, Vibes Vigilance, Show Me the Money FlowsSeason
RBC's Markets in Motion
Jobs Jumble, Our Questions for Companies in 4Q24 Reporting Season
RBC's Markets in Motion
Sector Update - Survey Results, Flows, US Changes
RBC's Markets in Motion
EPS Revisions Fade, Sentiment Wanes, P/Es Contract, & Flows Fade as 2025 Begins
RBC's Markets in Motion
Navigating markets in 2025: Whipsaws and fatter-tails call for tactical moves
RBC's Markets in Motion
Positioning Takes a Tiny Hit, Mixed Shifts in Key Consensus Macro Assumptions
RBC's Markets in Motion
Early Thoughts on the 2025 S&P 500 Sector Outlook
RBC's Markets in Motion
Some of the Biggest Things We're Thinking About Heading Into 2025
RBC's Markets in Motion
A Pullback May Have Started, Tariffs in Focus, Watching Financials Valuations
RBC's Markets in Motion
Earnings Wind Down, Stretched Positioning, Valuations With Less Room to Run
RBC's Markets in Motion
What We've Been Talking About After The Election
RBC's Markets in Motion
Higher Level Thoughts on the Outcome of the US Election
RBC's Markets in Motion
A Mildly Disappointing Reporting Season So Far, Election Thoughts
RBC's Markets in Motion
Good Start for the Rotation Trade, Clogs in the Pipes, Election Muscle Memory
RBC's Markets in Motion
3Q24 Earnings Preview
RBC's Markets in Motion
September Analyst Survey Results, Changes To Our US Sector Views
RBC's Markets in Motion
Economic Tailwinds Return, Boosting Small Caps
RBC's Markets in Motion
Spotlight on the US Elections
RBC's Markets in Motion
Thoughts On The S&P 500 Following The Fed, Plus A Few Other Updates
RBC's Markets in Motion
Small Caps’ Good Day, US Election Policy Read Throughs
RBC's Markets in Motion
Employment Uncertainty Growth, Election Uncertainty Persists
RBC's Markets in Motion
Back to Reality
RBC's Markets in Motion
Odds & Ends To End The Summer
RBC's Markets in Motion
Pressure Release
RBC's Markets in Motion
Monitoring Earnings, The Rotation Trade, and The Pullback
RBC's Markets in Motion
Sentiment, Earnings, Rotation, and the US Election
RBC's Markets in Motion
2Q24 Reporting Season Is A Key Test For The Rotation Trade
RBC's Markets in Motion
Some of the Things We're Thinking About in US Equities as 2H24 Begins
RBC's Markets in Motion
Steady C-Suite Confidence, What’s Baked in, Flows Argue for Rotation
RBC's Markets in Motion
Gold – Some Caution Warranted
RBC's Markets in Motion
Mega Cap Growth Surges, As Small Caps Sink
RBC's Markets in Motion
Special Edition - A Conversation on Concentration, Retail, Energy & Utilities
RBC's Markets in Motion
Old Leadership Bounces Back With A Vengeance
RBC's Markets in Motion
Stuck In Neutral For Now
RBC's Markets in Motion
Right Back Where We Started From
RBC's Markets in Motion
Earnings Ending Up Fine with a Twist, Bulls Bounce Back
RBC's Markets in Motion
Updates on Reporting Season, Sentiment, Small Caps
RBC's Markets in Motion