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Positivity Isn’t Always Naivete
Season 11 Episode 9
In this special cross over edition (originally recorded for the RBC Capital Markets Macro Minutes podcast), Lori joins Blake Gwinn, Head of RBC Capit…
4 hours ago
Baking in a Two-Speed Economy & EPS Backdrop into Our S&P 500 Forecast
Season 11 Episode 8
The big things you need to know:
First, we have lifted our 12-month-forward S&P 500 price target to 7,900, which represents a 7.7% gain from the May 7…3 days, 5 hours ago
Taking The Stock Market’s Temperature, Takeaways from an Avalanche of Earnings
Season 11 Episode 7
The big things you need to know:
First, US equity market valuations are on the rise, but don’t look topped out yet. We remain constructive on the US e…1 week ago
Resilience With a Dose of Caution
Season 11 Episode 6
The big things you need to know:
First, the three things that stuck out to us in our review of earnings calls last week included outlooks that emphasi…2 weeks ago
April 2026 Global Analyst Survey Results - Constructive, Aside From The War
Season 11 Episode 5
The big things you need to know:
First, our analysts were generally constructive aside from the war.Second, our survey results reiterate the idea that…2 weeks, 3 days ago
Climbing the Wall of Worry
Season 11 Episode 4
The big things you need to know:
First, despite the strong rebound in the US equity market, investor sentiment remained subdued last week. This signal…3 weeks ago
A Fragile, Foggy Bottom
Season 11 Episode 3
The big things you need to know:
First, our 12-month S&P 500 price target remains 7,750, and we assume the index has put in a fragile, foggy bottom.Se…4 weeks ago
Thinking Through Tier 2
Season 11 Episode 2
The big things you need to know:
First, the tactical indicators we’ve been tracking to gauge when equity investors’ fears may have gone too far contin…1 month, 1 week ago
This Might Take A Minute
Season 11 Episode 1
The big things you need to know:
First, we review our key takeaways from our review of March company commentary on the Middle East conflict on EPS cal…1 month, 2 weeks ago
Lingering Confidence & Emerging Concerns
Season 10 Episode 25
The big things you need to know:
First, in tandem with the 5% decline in the S&P 500, investor and consumer sentiment have slipped in recent updates a…1 month, 3 weeks ago