Podcast Episodes
Back to Search
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, 9 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, 10 months ago
Steady C-Suite Confidence, What’s Baked in, Flows Argue for Rotation
Season 7 Episode 16
Three big things you need to know: First, the Duke CFO survey highlights how C-Suite confidence has remained steady, with monetary policy and automat…
1 year, 10 months ago
Gold – Some Caution Warranted
Season 7 Episode 15
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…
1 year, 10 months ago
Mega Cap Growth Surges, As Small Caps Sink
Season 7 Episode 14
Three big things you need to know: First, the continued outperformance of mega cap Growth stocks has been logical, but still somewhat jarring to us. …
1 year, 10 months ago
Special Edition - A Conversation on Concentration, Retail, Energy & Utilities
Season 7 Episode 13
Special Edition: This is a special edition of RBC’s Markets in Motion podcast, recorded on June 4th, 2024, from the RBC Capital Markets 2024 Global E…
1 year, 11 months ago
Old Leadership Bounces Back With A Vengeance
Season 7 Episode 12
Two big things you need to know: First, we highlight how and why old leadership in the US equity market has returned with a vengeance and run through…
1 year, 11 months ago
Stuck In Neutral For Now
Season 7 Episode 11
The big things you need to know: First, Small Caps are retesting their relative low vs. Large Caps once again, as Fed rate cut optimism has faded onc…
1 year, 11 months ago
Right Back Where We Started From
Season 7 Episode 10
The big things you need to know: Three big things you need to know: First, Tech has bounced back on performance and earnings revisions but valuations…
1 year, 11 months ago
Earnings Ending Up Fine with a Twist, Bulls Bounce Back
Season 7 Episode 9
The big things you need to know: First, reporting season has ended up looking just fine on the stats, with one twist at the end. Second, we update ou…
1 year, 11 months ago