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)
Analyst Survey Results Point To Optimism & Rotation, US Sector Call Changes
RBC's Markets in Motion
Sentiment, Companies Beating Consensus, and Growth Take a Hit
RBC's Markets in Motion
Seven Things We’re Thinking About Right Now
RBC's Markets in Motion
Sticking With Energy, Swing State Shifts
RBC's Markets in Motion
Spring Cleaning on Our 2024 S&P 500 Forecasts
RBC's Markets in Motion
Lessons From The R2000/S&P 600 Debate, Institutional Sentiment Rebounds
RBC's Markets in Motion
Energy Thoughts, Large Caps’ EPS Advantage, Sentiment Slips More
RBC's Markets in Motion
Sentiment Slips, GDP Views Continue To Improve, Biden’s Wish List
RBC's Markets in Motion
Commodities – The 2024 Balancing Act
RBC's Markets in Motion
Reporting Season Stats Steady, Consumer Color, Top Charts In Our EU/ UK Meetings
RBC's Markets in Motion
2024 EPS Forecasts Shrink, Stretched Sentiment, Strong Data
RBC's Markets in Motion
A Mixed Bag of Earnings So Far, Latest Sentiment & Valuation Developments
RBC's Markets in Motion
EPS Concentration, Reporting Season Takeaways, Another Consumer Surprise
RBC's Markets in Motion
Navigating Sectors Globally In 2024
RBC's Markets in Motion
The Top 10 Things We're Thinking About in US Equities Heading Into 2024
RBC's Markets in Motion
Valuations Ending 2023 At Reasonable Levels, But Pullback Risks Have Grown
RBC's Markets in Motion
Inbound Questions On Small Caps; Investor Sentiment Getting Too Enthusiastic
RBC's Markets in Motion
The Top 10 Things We're Thinking About in US Equities Heading Into 2024
RBC's Markets in Motion
Potentially Peaking Yields, Small Caps, Bearish Extreme in Sentiment
RBC's Markets in Motion
3Q23 Earnings Halftime Report
RBC's Markets in Motion
Still In A Spooky Place
RBC's Markets in Motion
Solid Start To Reporting Season Despite Macro Headwinds
RBC's Markets in Motion
Shutting Down the Shutdown, CFO Confidence Rises, Energy Revisions Near Peak
RBC's Markets in Motion
Perspective on the Shutdown, Growth Trade, Sentiment & Utilities
RBC's Markets in Motion
Monitoring Misery, Industrials Insights, US Inflows Return
RBC's Markets in Motion
Why We're Sticking With Energy, The Nuances We See In Industrials
RBC's Markets in Motion
AI Leadership Bounces Back, But Tactical Problems With The Growth Trade Remain
RBC's Markets in Motion
Historical Election Playbook, Tactical Problems With Growth Persist
RBC's Markets in Motion
Winding Down 2Q23 Reporting Season
RBC's Markets in Motion
Due For A Pause
RBC's Markets in Motion
2Q23 Halftime Report
RBC's Markets in Motion
Performance Under Pressure, Complicated Cross Currents
RBC's Markets in Motion
Earnings Preview; Recovery Signals
RBC's Markets in Motion
Our Bottom-Up, Global View of Sectors; Getting More Comfortable With Cyclicals
RBC's Markets in Motion
New Topics; Monitoring Shifts in Sentiment, Politics, & Flows; Russia Thoughts
RBC's Markets in Motion
Our Top Five Charts of 1H23
RBC's Markets in Motion
Sentiment and Small Caps Join The Recovery
RBC's Markets in Motion
Concentration & Narrow Leadership Likely More Noise Than Signal
RBC's Markets in Motion
US Equity Mkt Outlook Update Pt 2: Views On US/Non-US, Growth/Value & Small Cap
RBC's Markets in Motion
US Equity Market Outlook Update Pt 1 - Thoughts On Our Revised S&P 500 Targets
RBC's Markets in Motion
A Deep Dive into 1945; Recovery Expectations Persist
RBC's Markets in Motion
1Q23 Earnings Season Report Card – Recovery, Resilience, Balance
RBC's Markets in Motion
Debt Ceiling Drama Returns
RBC's Markets in Motion
Decent Start To 1Q23 Reporting Season In The Stats & Commentary
RBC's Markets in Motion
Stocks Have Ignored A Recession Before, Inflation Discussions Fade
RBC's Markets in Motion
Latest Analyst Survey Results; Staying Overweight Utilities, HC, Energy & Tech
RBC's Markets in Motion
CFO Confidence, Bond Market Volatility Eases, Holding Patterns in Key Trades
RBC's Markets in Motion
Tech Valuations, Sentiment Update, Small Caps At An Important Crossroads
RBC's Markets in Motion
Feeling Fine About Financials
RBC's Markets in Motion
2023 US Equity Market Outlook Update (Still Traveling Along A Bumpy Road)
RBC's Markets in Motion