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Thoughts On The S&P 500 Following The Fed, Plus A Few Other Updates
Season 8 Episode 1
Two big things you need to know: First, valuations continue to look full for 2024 on the S&P 500, but our model argues for upside in 2025. Second, th…
1 year, 9 months ago
Small Caps’ Good Day, US Election Policy Read Throughs
Season 7 Episode 25
Two big things you need to know: First, a few things (besides renewed optimism over a 50 bps cut) went right for Small Caps last week. Second, we hig…
1 year, 9 months ago
Employment Uncertainty Growth, Election Uncertainty Persists
Season 7 Episode 24
Welcome to RBC’s Markets in Motion podcast, recorded September 9th, 2024. I’m Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. Plea…
1 year, 9 months ago
Back to Reality
Season 7 Episode 23
Two big things you need to know: First, as we return from the Labor Day holiday weekend in the US, we find that major challenges for US equities are …
1 year, 9 months ago
Odds & Ends To End The Summer
Season 7 Episode 22
The big things you need to know: First, 2Q24 earnings season is ending up solid. With most reports in, we highlight a few of the most interesting cha…
1 year, 10 months ago
Pressure Release
Season 7 Episode 21
Three big things you need to know: First, last week’s price action relieved some pressures on the stock market, but didn’t solve its major problems. …
1 year, 10 months ago
Monitoring Earnings, The Rotation Trade, and The Pullback
Season 7 Episode 20
Three big things you need to know: First, earnings season has been fine so far, and what we’ve read has kept us in the “tired goldilocks” camp. Secon…
1 year, 11 months ago
Sentiment, Earnings, Rotation, and the US Election
Season 7 Episode 19
Four big things you need to know: First, investor sentiment has gotten as extreme as it did last August and this past March. Second, earnings season …
1 year, 11 months ago
2Q24 Reporting Season Is A Key Test For The Rotation Trade
Season 7 Episode 18
Two big things you need to know: First, we see 2Q24 reporting season as a key test for the rotation trade that attempted to start up again last week.…
1 year, 11 months ago
Some of the Things We're Thinking About in US Equities as 2H24 Begins
Season 7 Episode 17
Three big things you need to know: First, we are lifting our YE 2024 S&P 500 price target to 5,700 from 5,300, which we would characterize as a nervo…
1 year, 11 months ago