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Our Year-Ahead US Equity Market Outlook
Season 10 Episode 12
The big things you need to know:
First, our 12-month-forward price target for the S&P 500 is 7,750, approximately the median and average of five diffe…6 months, 4 weeks ago
What We're Watching & What's Working
Season 10 Episode 11
The big things you need to know:
First, with the S&P 500 having finally entered what we consider to be tier 1 / garden-variety-pullback territory on T…7 months ago
Thoughts on Earnings, Small Caps, and the Shutdown
Season 10 Episode 10
The big things you need to know:
First, earnings sentiment staged a partial comeback last week as the rate of upward EPS estimate revisions for the S&…7 months, 2 weeks ago
Latest Earnings Color, More Tricks Than Treats
Season 10 Episode 9
The big things you need to know:
First, the percent of S&P 500 companies beating consensus EPS forecasts remains well above 2Q25 levels despite slippi…7 months, 3 weeks ago
Early Learnings From Earnings
Season 10 Episode 8
The big things you need to know:
First, 3Q25 reporting season has gotten off to a strong start on beat rates for the major indices, but we are continu…8 months ago
Thoughts On Week 1 of Reporting Season
Season 10 Episode 7
The big things you need to know: First, solid commentary from the S&P 500 Financials that reported last week helped get 3Q25 reporting season off to …
8 months, 1 week ago
The Hunt For Red October
Season 10 Episode 6
The big things you need to know:
First, earnings sentiment has been fading for the broader US equity market and is at a critical juncture for the bigg…8 months, 2 weeks ago
3Q25 RBC Analyst Outlook Survey Results
Season 10 Episode 5
The big things you need to know:
First, across all industries and regions, our analysts are constructive on performance over the next 6-12 months.Seco…8 months, 2 weeks ago
Conversations in the US
Season 10 Episode 4
The big things you need to know:
First, many of the US equity investors we met with last week were frustrated and wary.Second, other things that jump …8 months, 3 weeks ago
Conversations in London
Season 10 Episode 3
The big things you need to know:
First, we review what clients were most interested in talking about on our trip to the UK last week, which included d…9 months ago