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Updating Our S&P 500 Price Target, Thoughts On Earnings, New Worries
Season 9 Episode 19
The big things you need to know: First, we are lifting our year-end 2025 S&P 500 price target to 6,250, essentially taking our price target back to w…
9 months, 3 weeks ago
Mid-Year Market Musings
Season 9 Episode 18
The big things you need to know:
First, we review the bull thesis that we heard in client meetings last week, and our thoughts on where it could go wr…10 months, 1 week ago
Mid-Year 2025 Global Analyst Outlook Survey; US Sector Recommendation Changes
Season 9 Episode 17
Four big things you need to know: First, globally our analysts are constructive on performance over the next 6-12 months. Second, driven in part by o…
10 months, 1 week ago
Recapping Our Biggest Call of the Year
Season 9 Episode 16
For all my Buy-side friends - If you find our research and podcast helpful, we'd appreciate your vote in Portfolio Strategy in this year's Extel/II s…
10 months, 2 weeks ago
Solid EPS Stats, Weak Corporate Vibes, Recapping Our Middle East Read Throughs
Season 9 Episode 15
The big things you need to know:
First, solid earnings stats are in place as US equity investors wait for the onset of 2Q25 reporting season.Second, t…10 months, 2 weeks ago
The Recent Escalation in the Middle East From a US Equity Lens
Season 9 Episode 14
The big things you need to know:
First, the conflict in the Middle East comes at a complicated time for the US equity market, as our sentiment and sea…10 months, 3 weeks ago
Improved 2026 EPS Outlooks, A Less Favorable Sentiment Set Up, Seasonal Trends
Season 9 Episode 13
The big things you need to know:
First, consensus expectations for 2026 are inching up for S&P 500 EPS in a broad based way, a positive data point for…11 months ago
Messy Markets and Investor Pickles
Season 9 Episode 12
RBC’s Markets in Motion is the weekly podcast from Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, highlighting her latest vie…
11 months ago
Tweaking Our Target
Season 9 Episode 10
The big things you need to know:
First, we are modestly revising our YE 2025 S&P 500 price target, taking it up 3% to 5,730 from 5,550. Our valuation …11 months, 1 week ago
Updating Our 2025 S&P 500 EPS & Valuation Models, The Market's Bad Mood
Season 9 Episode 9
The big things you need to know:
First, the S&P 500 EPS backdrop has stabilized, but we still anticipate further downward revisions for 2025 S&P 500 …11 months, 3 weeks ago