RBC's Markets in Motion
Een podcast door RBC Capital Markets - Maandagen
207 Afleveringen
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2024 EPS Forecasts Shrink, Stretched Sentiment, Strong Data
Gepubliceerd: 5-2-2024 -
A Mixed Bag of Earnings So Far, Latest Sentiment & Valuation Developments
Gepubliceerd: 30-1-2024 -
EPS Concentration, Reporting Season Takeaways, Another Consumer Surprise
Gepubliceerd: 24-1-2024 -
Navigating Sectors Globally In 2024
Gepubliceerd: 17-1-2024 -
The Top 10 Things We're Thinking About in US Equities Heading Into 2024
Gepubliceerd: 12-1-2024 -
Valuations Ending 2023 At Reasonable Levels, But Pullback Risks Have Grown
Gepubliceerd: 21-12-2023 -
Inbound Questions On Small Caps; Investor Sentiment Getting Too Enthusiastic
Gepubliceerd: 6-12-2023 -
The Top 10 Things We're Thinking About in US Equities Heading Into 2024
Gepubliceerd: 27-11-2023 -
Potentially Peaking Yields, Small Caps, Bearish Extreme in Sentiment
Gepubliceerd: 7-11-2023 -
3Q23 Earnings Halftime Report
Gepubliceerd: 30-10-2023 -
Still In A Spooky Place
Gepubliceerd: 24-10-2023 -
Solid Start To Reporting Season Despite Macro Headwinds
Gepubliceerd: 17-10-2023 -
Shutting Down the Shutdown, CFO Confidence Rises, Energy Revisions Near Peak
Gepubliceerd: 2-10-2023 -
Perspective on the Shutdown, Growth Trade, Sentiment & Utilities
Gepubliceerd: 26-9-2023 -
Monitoring Misery, Industrials Insights, US Inflows Return
Gepubliceerd: 19-9-2023 -
Why We're Sticking With Energy, The Nuances We See In Industrials
Gepubliceerd: 12-9-2023 -
AI Leadership Bounces Back, But Tactical Problems With The Growth Trade Remain
Gepubliceerd: 7-9-2023 -
Historical Election Playbook, Tactical Problems With Growth Persist
Gepubliceerd: 29-8-2023 -
Winding Down 2Q23 Reporting Season
Gepubliceerd: 11-8-2023 -
Due For A Pause
Gepubliceerd: 8-8-2023
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