207 Afleveringen

  1. Some of the Biggest Things We're Thinking About Heading Into 2025

    Gepubliceerd: 26-11-2024
  2. A Pullback May Have Started, Tariffs in Focus, Watching Financials Valuations

    Gepubliceerd: 18-11-2024
  3. Earnings Wind Down, Stretched Positioning, Valuations With Less Room to Run

    Gepubliceerd: 11-11-2024
  4. What We've Been Talking About After The Election

    Gepubliceerd: 7-11-2024
  5. Higher Level Thoughts on the Outcome of the US Election

    Gepubliceerd: 5-11-2024
  6. A Mildly Disappointing Reporting Season So Far, Election Thoughts

    Gepubliceerd: 28-10-2024
  7. Good Start for the Rotation Trade, Clogs in the Pipes, Election Muscle Memory

    Gepubliceerd: 21-10-2024
  8. 3Q24 Earnings Preview

    Gepubliceerd: 14-10-2024
  9. September Analyst Survey Results, Changes To Our US Sector Views

    Gepubliceerd: 8-10-2024
  10. Economic Tailwinds Return, Boosting Small Caps

    Gepubliceerd: 7-10-2024
  11. Spotlight on the US Elections

    Gepubliceerd: 2-10-2024
  12. Thoughts On The S&P 500 Following The Fed, Plus A Few Other Updates

    Gepubliceerd: 23-9-2024
  13. Small Caps’ Good Day, US Election Policy Read Throughs

    Gepubliceerd: 16-9-2024
  14. Employment Uncertainty Growth, Election Uncertainty Persists

    Gepubliceerd: 9-9-2024
  15. Back to Reality

    Gepubliceerd: 4-9-2024
  16. Odds & Ends To End The Summer

    Gepubliceerd: 21-8-2024
  17. Pressure Release

    Gepubliceerd: 13-8-2024
  18. Monitoring Earnings, The Rotation Trade, and The Pullback

    Gepubliceerd: 30-7-2024
  19. Sentiment, Earnings, Rotation, and the US Election

    Gepubliceerd: 22-7-2024
  20. 2Q24 Reporting Season Is A Key Test For The Rotation Trade

    Gepubliceerd: 16-7-2024

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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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