Podcast Episodes
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1Q23 Earnings Season Report Card – Recovery, Resilience, Balance
Season 5 Episode 16
Today in the podcast, we run through our takeaways from 1Q23 reporting season. Two big things you need to know: First, recovery remains a key theme p…
3 years, 1 month ago
Debt Ceiling Drama Returns
Season 5 Episode 15
This week in the podcast, we’re focusing on the debt ceiling. Two big things you need to know: First, we see debt ceiling drama as a contributor to c…
3 years, 1 month ago
Decent Start To 1Q23 Reporting Season In The Stats & Commentary
Season 5 Episode 14
Today in the podcast, thoughts on 1Q23 reporting season which got underway last week. Two big things you need to know. First, 1Q23 reporting season h…
3 years, 2 months ago
Stocks Have Ignored A Recession Before, Inflation Discussions Fade
Season 5 Episode 13
Today in the podcast, we tackle hot topics that crossed our desk last week. Three big things you need to know: First, some US equity investors have b…
3 years, 2 months ago
Latest Analyst Survey Results; Staying Overweight Utilities, HC, Energy & Tech
Season 5 Episode 12
Today in the podcast we’re talking sectors, following the release of the results of our latest RBC analyst survey which we blend with our own top-dow…
3 years, 2 months ago
CFO Confidence, Bond Market Volatility Eases, Holding Patterns in Key Trades
Season 5 Episode 11
This week in the podcast, we run through the most interesting things that crossed our desk last week which felt like one in which the equity communit…
3 years, 2 months ago
Tech Valuations, Sentiment Update, Small Caps At An Important Crossroads
Season 5 Episode 10
Today in the podcast, we have updated thoughts on sectors, sentiment, and small caps. Three big things you need to know: First, S&P 500 Tech sector v…
3 years, 3 months ago
Feeling Fine About Financials
Season 5 Episode 9
Welcome to RBC’s Markets in Motion podcast, recorded March 6th, 2023. I’m Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. Please l…
3 years, 3 months ago
2023 US Equity Market Outlook Update (Still Traveling Along A Bumpy Road)
Season 5 Episode 8
Today in the podcast, a refresh of our 2023 outlook. The three big things you need to know: First, we’re sticking with our 4,100 YE 2023 S&P 500 targ…
3 years, 3 months ago
Debt Ceiling Drama, More Mixed Earnings Messages, Sentiment Rebound
Season 5 Episode 7
This week in the podcast, three big things you need to know: First, we see the drama in DC over the debt ceiling as a potential risk to keep an eye o…
3 years, 4 months ago