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Sentiment, Companies Beating Consensus, and Growth Take a Hit
Season 7 Episode 6
The big things you need to know: First, investor sentiment has taken a bit of a hit, but it’s too early to say the pullback is over. Second, while we…
2 years, 2 months ago
Seven Things We’re Thinking About Right Now
Season 7 Episode 5
The big things you need to know: First, geopolitical concerns are spiking at a time when stocks already seemed due for a pullback. Second, the rotati…
2 years, 2 months ago
Sticking With Energy, Swing State Shifts
Season 7 Episode 4
Two big things you need to know: First, the Energy sector still looks attractive to us, even after its big move in March, and we remain overweight. S…
2 years, 2 months ago
Spring Cleaning on Our 2024 S&P 500 Forecasts
Season 7 Episode 3
Three big things you need to know today: First, we lift our YE 2024 S&P 500 price target to 5,300 (from 5,150). The most constructive model in our to…
2 years, 3 months ago
Lessons From The R2000/S&P 600 Debate, Institutional Sentiment Rebounds
Season 7 Episode 2
Two big things you need to know today: First, our work on the R2000 relative to the S&P 600 (sparked by Small Cap PM concerns about low quality) adds…
2 years, 3 months ago
Energy Thoughts, Large Caps’ EPS Advantage, Sentiment Slips More
Season 7 Episode 1
Three big things you need to know: First, Energy has been a top S&P 500 sector since January. We like its attractive valuations, improving funds flow…
2 years, 3 months ago
Sentiment Slips, GDP Views Continue To Improve, Biden’s Wish List
Season 6 Episode 25
Three big things you need to know: First, one of our key sentiment indicators has started to retreat after hitting extreme levels, which has coincide…
2 years, 3 months ago
Commodities – The 2024 Balancing Act
Season 6 Episode 24
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…
2 years, 4 months ago
Reporting Season Stats Steady, Consumer Color, Top Charts In Our EU/ UK Meetings
Season 6 Episode 23
Three big things you need to know: First, 4Q23 reporting season stats are similar to what we’ve described over the past few weeks with fewer earnings…
2 years, 4 months ago
2024 EPS Forecasts Shrink, Stretched Sentiment, Strong Data
Season 6 Episode 22
Three big things you
need to know: First, with reporting season almost halfway done, bottom-up consensus expectations for EPS growth in 2024 have shru…
2 years, 4 months ago