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 www.rbccm.com
🎧 Podcast episodes
Listen to 117 episodes
7
minutes
·
1 month ago
Latest Analyst Survey Results; Staying Overweight Utilities, HC, Energy & Tech
5
minutes
·
1 month ago
CFO Confidence, Bond Market Volatility Eases, Holding Patterns in Key Trades
8
minutes
·
2 months ago
2023 US Equity Market Outlook Update (Still Traveling Along A Bumpy Road)
6
minutes
·
3 months ago
Low Quality, Muddled Macro Messages, 2023 EPS Softening vs. 2024 Recovery
7
minutes
·
3 months ago
Trading Like Fed Is Done, Case For Valuation Expansion, EPS Sentiment Improves
7
minutes
·
3 months ago
Keeping A Close Eye on Industrial Layoffs, Case For Stocks Emerging on 2024 EPS
6
minutes
·
4 months ago
EPS Backdrop Continues To Soften, Transcript Takeaways, 02-03 Path Still Intact
5
minutes
·
4 months ago
Tax Tidbits, TIMT Damage in Context, The ISM Playbook, Small Caps' Solid Start
7
minutes
·
5 months ago
Questions From Europe, The Pricey US, Weaker USD & China Reopening Thoughts
10
minutes
·
6 months ago
Cooling Inflation Implications, Midterm Musings, 3Q22 Reporting Season Update
7
minutes
·
7 months ago
Int'l Exposure by Index, More Significant EPS Softening, Positioning Nuances
6
minutes
·
7 months ago
Small Cap Balance Sheet Fears, Softening EPS Trends, More Midterm Momentum
9
minutes
·
7 months ago
October RBC Analyst Survey Results, Strategy Sector Recommendation Updates
7
minutes
·
8 months ago
Inverted Curve, Deep Dive Into P/Es vs. Rates & Inflation, The Next Big Test
6
minutes
·
8 months ago
Growth Unwind Late Innings, Democrats Gain More Momentum, Reasonable Valuations
7
minutes
·
9 months ago
Small Cap EPS Revisions Signal, Mid Term Headache, Where Valuations Stand
9
minutes
·
9 months ago
2Q22 Hedge Fund Handbook: Conflicting Market Signals, LT Opportunity In Growth
7
minutes
·
9 months ago
Signs of Stress Emerging, Not Sufficient To Call An End To The Rebound Yet
7
minutes
·
9 months ago
Low Quality Playbook, Ripped Off Band-Aids In Small Cap, Consumer Stabilization
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