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)
Debt Ceiling Drama, More Mixed Earnings Messages, Sentiment Rebound
RBC's Markets in Motion
Low Quality, Muddled Macro Messages, 2023 EPS Softening vs. 2024 Recovery
RBC's Markets in Motion
Trading Like Fed Is Done, Case For Valuation Expansion, EPS Sentiment Improves
RBC's Markets in Motion
Keeping A Close Eye on Industrial Layoffs, Case For Stocks Emerging on 2024 EPS
RBC's Markets in Motion
EPS Backdrop Continues To Soften, Transcript Takeaways, 02-03 Path Still Intact
RBC's Markets in Motion
Former Leaders Finally Start To Take Their Earnings Lumps
RBC's Markets in Motion
Tax Tidbits, TIMT Damage in Context, The ISM Playbook, Small Caps' Solid Start
RBC's Markets in Motion
Thoughts on Sectors Heading Into 2023
RBC's Markets in Motion
Questions From Europe, The Pricey US, Weaker USD & China Reopening Thoughts
RBC's Markets in Motion
2023 US Equity Market Outlook - The Tug of War Continues
RBC's Markets in Motion
Cooling Inflation Implications, Midterm Musings, 3Q22 Reporting Season Update
RBC's Markets in Motion
Midterm Election Survival Guide
RBC's Markets in Motion
Int'l Exposure by Index, More Significant EPS Softening, Positioning Nuances
RBC's Markets in Motion
Small Cap Balance Sheet Fears, Softening EPS Trends, More Midterm Momentum
RBC's Markets in Motion
October RBC Analyst Survey Results, Strategy Sector Recommendation Updates
RBC's Markets in Motion
Outlook Update, 3Q22 Earnings Preview
RBC's Markets in Motion
Dollar Doldrums, Lessons from 2002–03, Bright Spots
RBC's Markets in Motion
Inverted Curve, Deep Dive Into P/Es vs. Rates & Inflation, The Next Big Test
RBC's Markets in Motion
Growth Unwind Late Innings, Democrats Gain More Momentum, Reasonable Valuations
RBC's Markets in Motion
Tug of War Into Year End
RBC's Markets in Motion
End of Summer Update on our Sector Views
RBC's Markets in Motion
Small Cap EPS Revisions Signal, Mid Term Headache, Where Valuations Stand
RBC's Markets in Motion
2Q22 Hedge Fund Handbook: Conflicting Market Signals, LT Opportunity In Growth
RBC's Markets in Motion
Signs of Stress Emerging, Not Sufficient To Call An End To The Rebound Yet
RBC's Markets in Motion
Low Quality Playbook, Ripped Off Band-Aids In Small Cap, Consumer Stabilization
RBC's Markets in Motion
Recession Fears, Buyback Tax, Shifting Sentiment & Polling Data
RBC's Markets in Motion
2Q22 Halftime Report
RBC's Markets in Motion
Pulling Off the Band-Aid, Going Overweight Small Cap
RBC's Markets in Motion
Sector Navigator
RBC's Markets in Motion
Natural Gas – It Isn’t Over
RBC's Markets in Motion
Oil Market in Disarray
RBC's Markets in Motion
Conversations From The Road, Part 2
RBC's Markets in Motion
Conversations From The Road
RBC's Markets in Motion
Thoughts on Friday’s CPI Print & US Equities
RBC's Markets in Motion
Trimming Our S&P 500 Target, Getting More Intrigued With Small Caps
RBC's Markets in Motion
Why We're Not Chasing Consumer Staples
RBC's Markets in Motion
The RBC Hedge Fund Handbook – No Shelter from the Storm, Yet
RBC's Markets in Motion
Stocks at a Crossroads
RBC's Markets in Motion
The Sentiment Signals We're Watching
RBC's Markets in Motion
Bond Yields Take A Bite
RBC's Markets in Motion
1Q22 Earnings Preview
RBC's Markets in Motion
The Not So Mysterious Case of the Vanishing Bulls
RBC's Markets in Motion
Our Analyst Survey Says It's Time to Ease Up on Energy
RBC's Markets in Motion
Latest Rundown On ESG Flows
RBC's Markets in Motion
The Last Time We Were Here
RBC's Markets in Motion
Where Things Stand At This Particular Moment In Time
RBC's Markets in Motion
Running the Numbers
RBC's Markets in Motion
Russia Rundown
RBC's Markets in Motion
Bottoming, Stabilization, Recovery, and Risk
RBC's Markets in Motion
Halftime Report For 4Q21 Reporting Season
RBC's Markets in Motion