Podcast Episodes
Back to Search
Mid-Year Outlook Update
Season 11 Episode 17
The big things you need to know:
First, we are lifting our 12-month S&P 500 price target to 8,150 from 7,900. We also think the recent outperformance …10 hours ago
Down the Valuation Rabbit Hole
Season 11 Episode 16
Two big things you need to know:
First, forward P/Es have generally been de-frothed, but haven’t looked deeply compelling for the major US indices.Sec…2 weeks ago
The Time is Now – We Need Your Help
Season 11 Episode 15
It’s been a year, and it’s only June. We built a framework to help investors navigate the fear and stuck with our constructive longer-term view.
If …
2 weeks, 5 days ago
From Rotation to Derisking
Season 11 Episode 14
The big things you need to know:
First, lingering concerns about interest rates and the Fed flared up on Friday after a surprisingly strong NFP report…3 weeks ago
Investment strategy through the ‘up crash’ and beyond
Season 11 Episode 13
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 o…
3 weeks, 4 days ago
Earnings Sentiment Broadens Out
Season 11 Episode 12
The big things you need to know:
First, earnings sentiment (the rate of upward EPS estimate revisions) is now improving broadly within the equity mark…4 weeks ago
Everything in Moderation
Season 11 Episode 11
The big things you need to know:
First, we think the recent pick up in 10-year yields raises the risk of a tier 1 (5-10%) pullback in the S&P 500 in t…1 month ago
London Fog
Season 11 Episode 10
The big things you need to know:
First, the investors we met with this past week, in our trip to London and Switzerland, were keen to explore other op…1 month, 1 week ago
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…
1 month, 2 weeks 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…1 month, 3 weeks ago