207 Afleveringen

  1. Drinking From A Firehose of Earnings

    Gepubliceerd: 28-4-2025
  2. The Fog of Tariffs

    Gepubliceerd: 22-4-2025
  3. Our Latest Thoughts on The Tiers of Fear, Earnings Season, and The Growth Trade

    Gepubliceerd: 14-4-2025
  4. The Most Important Things We've Written About The Past Few Days

    Gepubliceerd: 7-4-2025
  5. Crunch Time For The Consumer

    Gepubliceerd: 1-4-2025
  6. The US Equity Market Exhales

    Gepubliceerd: 24-3-2025
  7. Walking Through The Math Behind Our Updated S&P 500 Forecasts

    Gepubliceerd: 17-3-2025
  8. Special Edition - A Conversation On The Equity Market Outlook

    Gepubliceerd: 9-3-2025
  9. Drawdowns, Bear Case Stress Test, Vibes, Small Caps

    Gepubliceerd: 3-3-2025
  10. Surveilling the Vibes

    Gepubliceerd: 24-2-2025
  11. Treading Water

    Gepubliceerd: 18-2-2025
  12. Uncertainty Dents Optimism

    Gepubliceerd: 10-2-2025
  13. Solid Earnings Stats To Start

    Gepubliceerd: 27-1-2025
  14. Early Earnings Takeaways, Vibes Vigilance, Show Me the Money FlowsSeason

    Gepubliceerd: 21-1-2025
  15. Jobs Jumble, Our Questions for Companies in 4Q24 Reporting Season

    Gepubliceerd: 13-1-2025
  16. Sector Update - Survey Results, Flows, US Changes

    Gepubliceerd: 9-1-2025
  17. EPS Revisions Fade, Sentiment Wanes, P/Es Contract, & Flows Fade as 2025 Begins

    Gepubliceerd: 6-1-2025
  18. Navigating markets in 2025: Whipsaws and fatter-tails call for tactical moves

    Gepubliceerd: 24-12-2024
  19. Positioning Takes a Tiny Hit, Mixed Shifts in Key Consensus Macro Assumptions

    Gepubliceerd: 9-12-2024
  20. Early Thoughts on the 2025 S&P 500 Sector Outlook

    Gepubliceerd: 4-12-2024

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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

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