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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 …7 months 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…7 months, 1 week ago
Watching the Homebuilders, EPS Revisions, Investor Sentiment, Capex, and Flows
Season 10 Episode 2
The big things you need to know:
• First, weakness in Homebuilders doesn’t bode well for the recent outperformance of Small Caps.
• Second, we’ve con…
7 months, 2 weeks ago
Very Early Thoughts on 2026
Season 10 Episode 1
The big thing you need to know:
The big thing you need to know: We are introducing preliminary forecasts for the S&P 500 for 2026 of 7,100 (a 2H26 pri…7 months, 3 weeks ago
Additional Uncertainty
Season 9 Episode 25
RBC’s Markets in Motion is the weekly podcast from Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, highlighting her latest views o…
8 months ago
Wrapping Up The Summer, Tariff Thoughts
Season 9 Episode 24
The big things you need to know: First, 2Q earnings season wrapped up with downward pressure on 2026 sector EPS forecasts & Small Cap operating margi…
8 months, 1 week ago
Mega Cap Growth Earnings, Small Cap’s Recent Pop, Mixed Vibes To End The Summer
Season 9 Episode 23
The big things you need to know:
First, a better longer-term EPS outlook and more resilient operating margin forecasts help explain the recent outperf…8 months, 3 weeks ago
Winding Down With No Regrets
Season 9 Episode 22
The big thing you need to know: First, with reporting season starting to wind down, Health Care and Tech stand out positively on a few of our earning…
9 months ago
The Real Test is Coming Up
Season 9 Episode 21
The big thing you need to know:
Our overall impression from 2Q25 reporting season is that companies are managing through tariffs fairly well so far, b…
9 months, 1 week ago
Fine, But Not Fabulous
Season 9 Episode 20
The big things you need to know:
First, we run through our first impressions from week 1 of 2Q25 reporting season in terms of both the stats and compa…9 months, 2 weeks ago