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Very Early Thoughts on 2026
Season 10 Episode 1
The big thing you need to know:
The big thing you need to know: We are introducing preliminary forecasts for the S&P 500 for 2026 of 7,100 (a 2H26 price target) and $297 (full-year 2026 S&P 500 EPS). …Published on 3 hours ago
Additional Uncertainty
Season 9 Episode 25
RBC’s Markets in Motion is the weekly podcast from Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, highlighting her latest views on the US equity market.
The big things you need to …
Published on 6 days, 18 hours ago
Wrapping Up The Summer, Tariff Thoughts
Season 9 Episode 24
The big things you need to know: First, 2Q earnings season wrapped up with downward pressure on 2026 sector EPS forecasts & Small Cap operating margin forecasts. Second, following Friday’s news that …
Published on 1 week, 6 days ago
Mega Cap Growth Earnings, Small Cap’s Recent Pop, Mixed Vibes To End The Summer
Season 9 Episode 23
The big things you need to know:
First, a better longer-term EPS outlook and more resilient operating margin forecasts help explain the recent outperformance of mega cap growth stocks and growth-orien…Published on 3 weeks, 5 days ago
Winding Down With No Regrets
Season 9 Episode 22
The big thing you need to know: First, with reporting season starting to wind down, Health Care and Tech stand out positively on a few of our earnings-related sector stats. Second, we recap what we r…
Published on 1 month ago
The Real Test is Coming Up
Season 9 Episode 21
The big thing you need to know:
Our overall impression from 2Q25 reporting season is that companies are managing through tariffs fairly well so far, but it’s still too early to assume tariffs won’t ge…
Published on 1 month, 2 weeks ago
Fine, But Not Fabulous
Season 9 Episode 20
The big things you need to know:
First, we run through our first impressions from week 1 of 2Q25 reporting season in terms of both the stats and company commentary. Out of the gate, our impression is …Published on 1 month, 3 weeks ago
Updating Our S&P 500 Price Target, Thoughts On Earnings, New Worries
Season 9 Episode 19
The big things you need to know: First, we are lifting our year-end 2025 S&P 500 price target to 6,250, essentially taking our price target back to where it was in mid-March. Second, there is no chan…
Published on 2 months ago
Mid-Year Market Musings
Season 9 Episode 18
The big things you need to know:
First, we review the bull thesis that we heard in client meetings last week, and our thoughts on where it could go wrong.Second, we review how the rally in equities ha…Published on 2 months, 1 week ago
Mid-Year 2025 Global Analyst Outlook Survey; US Sector Recommendation Changes
Season 9 Episode 17
Four big things you need to know: First, globally our analysts are constructive on performance over the next 6-12 months. Second, driven in part by our survey results, we are making six changes to ou…
Published on 2 months, 2 weeks ago