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Beyond the Headlines: Oil, Inflation and Market Risk
Season 10 Episode 24
This week, we are excited to bring you a special edition of the podcast, a recording of a panel done by Lori Calvasina (Head of US Equity Strategy), …
1 month, 4 weeks ago
A Bottom-Up Look At The Bear Case On Iran, US Valuations From Two Perspectives
Season 10 Episode 23
The big things you need to know:
First, we review the results of a survey we conducted of RBC’s equity analysts on the conflict in Iran, which helps e…2 months ago
What We’re Watching on Iran & Stocks Generally
Season 10 Episode 22
The big things you need to know:
We run through five things we’re thinking about regarding recent developments in the Middle East from a stock market …2 months, 1 week ago
What We’re Thinking About As Tariffs Move To A New Phase
Season 10 Episode 21
The big things you need to know:
First, the stock market is still experiencing a growth scare, in our view, where it is attempting to stabilize. We se…2 months, 2 weeks ago
A Little More Love For Small Caps
Season 10 Episode 20
The big things you need to know:
First, we review our stance on Small Caps. We had a little more love for them coming into Valentine’s Day weekend du…2 months, 3 weeks ago
Bouncing Back
Season 10 Episode 19
The big things you need to know:
First, we run through our thoughts on last week’s choppy price action in the S&P 500 and reiterate our 7,750 12-month…3 months ago
From Sleepy To Slightly Squishy
Season 10 Episode 18
The big things you need to know:
First, reporting season stats have come in “slightly squishy” in our view, suggesting to us that the choppy price act…3 months, 1 week ago
A Sleepy Start to Earnings, Small Cap P/Es Surge
Season 10 Episode 17
The big things you need to know:
First, the various earnings stats we track point to a sleepy start to reporting season, suggesting to us that geopoli…3 months, 2 weeks ago
Earnings Season Offers US Equity Investors a Chance to Refocus on the Micro
Season 10 Episode 16
The big things you need to know:
First, our thoughts on earnings heading into 4Q25 reporting season – questions we think need answering and stats we’r…3 months, 3 weeks ago
The Calendar Turns
Season 10 Episode 15
The big things you need to know: First, after updating our models for end of year, we are reiterating our 7,750 12-month S&P 500 price target, noting…
4 months ago