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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, 2 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, 3 months ago
A Mixed Bag of Earnings So Far, Latest Sentiment & Valuation Developments
Season 6 Episode 21
Three big things you need to know: First, we’d describe 4Q23 reporting season as a mixed bag so far. Second, in our transcript review we were struck …
2 years, 3 months ago
EPS Concentration, Reporting Season Takeaways, Another Consumer Surprise
Season 6 Episode 20
Three big things you need to know: First, EPS growth in the top 7 names in the S&P 500 is expected to continue outpacing the rest of the index in 202…
2 years, 3 months ago
Navigating Sectors Globally In 2024
Season 6 Episode 19
Last week, ahead of earnings, we updated our thoughts on sectors for 2024 for both the US as well as other geographical regions under RBC’s coverage,…
2 years, 3 months ago
The Top 10 Things We're Thinking About in US Equities Heading Into 2024
Season 6 Episode 18
We've updated our thoughts on the 2024 outlook for the US equity market, focusing on the top 10 things we’re thinking about as the new year gets unde…
2 years, 3 months ago
Valuations Ending 2023 At Reasonable Levels, But Pullback Risks Have Grown
Season 6 Episode 17
Today in the podcast, our last of 2023, two big things you need to know: First, with just a few trading days left to go in 2023, the S&P 500 is close…
2 years, 4 months ago
Inbound Questions On Small Caps; Investor Sentiment Getting Too Enthusiastic
Season 6 Episode 16
Today in the podcast, three big things you need to know: First, similar to the S&P 500, R2000 returns tend to be positive but modest in Presidential …
2 years, 5 months ago
The Top 10 Things We're Thinking About in US Equities Heading Into 2024
Season 6 Episode 15
Today in the podcast, our initial 2024 outlook. Our year-end 2024 S&P 500 price target is 5,000, for a 10% gain. Today the podcast will work a little…
2 years, 5 months ago
Potentially Peaking Yields, Small Caps, Bearish Extreme in Sentiment
Season 6 Episode 14
Three big things you need to know today: First, Growth sectors are typically the biggest beneficiaries of declining 10-year Treasury yields. This ana…
2 years, 6 months ago