207 Afleveringen

  1. Some of the Things We're Thinking About in US Equities as 2H24 Begins

    Gepubliceerd: 2-7-2024
  2. Steady C-Suite Confidence, What’s Baked in, Flows Argue for Rotation

    Gepubliceerd: 25-6-2024
  3. Gold – Some Caution Warranted

    Gepubliceerd: 21-6-2024
  4. Mega Cap Growth Surges, As Small Caps Sink

    Gepubliceerd: 17-6-2024
  5. Special Edition - A Conversation on Concentration, Retail, Energy & Utilities

    Gepubliceerd: 6-6-2024
  6. Old Leadership Bounces Back With A Vengeance

    Gepubliceerd: 4-6-2024
  7. Stuck In Neutral For Now

    Gepubliceerd: 29-5-2024
  8. Right Back Where We Started From

    Gepubliceerd: 21-5-2024
  9. Earnings Ending Up Fine with a Twist, Bulls Bounce Back

    Gepubliceerd: 14-5-2024
  10. Updates on Reporting Season, Sentiment, Small Caps

    Gepubliceerd: 7-5-2024
  11. Analyst Survey Results Point To Optimism & Rotation, US Sector Call Changes

    Gepubliceerd: 24-4-2024
  12. Sentiment, Companies Beating Consensus, and Growth Take a Hit

    Gepubliceerd: 23-4-2024
  13. Seven Things We’re Thinking About Right Now

    Gepubliceerd: 16-4-2024
  14. Sticking With Energy, Swing State Shifts

    Gepubliceerd: 10-4-2024
  15. Spring Cleaning on Our 2024 S&P 500 Forecasts

    Gepubliceerd: 28-3-2024
  16. Lessons From The R2000/S&P 600 Debate, Institutional Sentiment Rebounds

    Gepubliceerd: 26-3-2024
  17. Energy Thoughts, Large Caps’ EPS Advantage, Sentiment Slips More

    Gepubliceerd: 20-3-2024
  18. Sentiment Slips, GDP Views Continue To Improve, Biden’s Wish List

    Gepubliceerd: 12-3-2024
  19. Commodities – The 2024 Balancing Act

    Gepubliceerd: 22-2-2024
  20. Reporting Season Stats Steady, Consumer Color, Top Charts In Our EU/ UK Meetings

    Gepubliceerd: 13-2-2024

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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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