Podcast Episodes
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Bond Yields Take A Bite
Season 3 Episode 18
Four big things you need to know: (1) First, we’ve trimmed our year-end 2022 S&P 500 price target from 5,050 to 4,860. The recent move up in bond yie…
4 years ago
1Q22 Earnings Preview
Season 3 Episode 17
Today in the podcast, our thoughts on the 1Q22 reporting season, which kicks off this week in earnest with Financials. The big things you need to kno…
4 years ago
The Not So Mysterious Case of the Vanishing Bulls
Season 3 Episode 16
Today in the podcast, we run through the results of our quarter investor survey, which we conducted from March 28th to 31st of 106 institutional equi…
4 years, 1 month ago
Our Analyst Survey Says It's Time to Ease Up on Energy
Season 3 Episode 15
Today in the podcast, we’re focusing on the results of our quarterly RBC analyst survey, which we conducted in late March and helps us incorporate th…
4 years, 1 month ago
Latest Rundown On ESG Flows
Season 3 Episode 14
This week in the podcast, guest host Sara Mahaffy, RBC’s ESG Strategist, runs through the team’s latest work on ESG flows. Inflows into US listed ESG…
4 years, 1 month ago
The Last Time We Were Here
Season 3 Episode 13
This week in the podcast, we run through a few new thoughts on Russia /Ukraine from a US equity market perspective. Three big things you need to know…
4 years, 1 month ago
Where Things Stand At This Particular Moment In Time
Season 3 Episode 12
In this week’s podcast, we run through the takeaways from our latest Macroscope report, our big monthly chart book in which we update our thoughts on…
4 years, 2 months ago
Running the Numbers
Season 3 Episode 11
This week in the podcast, our latest thoughts on Russia’s invasion of Ukraine from a US equity market perspective. Three big things you need to know:…
4 years, 2 months ago
Russia Rundown
Season 3 Episode 10
This week in the podcast, we run through our thoughts on what a Russian invasion of Ukraine might mean for US equity markets going forward. Three big…
4 years, 2 months ago
Bottoming, Stabilization, Recovery, and Risk
Season 3 Episode 9
This week in the podcast, we run through our latest thoughts on earnings, sentiment, trends in high frequency indicators, and Russia. Five big things…
4 years, 2 months ago