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A Little Less Conversation About Tariffs
Season 9 Episode 8
The big things you need to know:
First, it was another week of stabilization on the earnings stats we track, helping to support the recent stabilizati…1 year ago
Drinking From A Firehose of Earnings
Season 9 Episode 7
The big things you need to know:
First, earnings sentiment has stabilized a bit, helping stock prices find some footing for the moment.Second, we run …1 year ago
The Fog of Tariffs
Season 9 Episode 6
The big things you need to know:
First, earnings sentiment is at an important crossroads, with the rate of upward EPS estimate revisions having fallen…1 year ago
Our Latest Thoughts on The Tiers of Fear, Earnings Season, and The Growth Trade
Season 9 Episode 5
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…
1 year ago
The Most Important Things We've Written About The Past Few Days
Season 9 Episode 4
The big things you need to know:
First, shortly after midnight on Friday morning, we cut our S&P 500 EPS forecast for 2025 to $258 and our YE 2025 pri…1 year, 1 month ago
Crunch Time For The Consumer
Season 9 Episode 3
The big things you need to know:
The team tackles some of the top questions in consumer-related conversations today, including what their company and…1 year, 1 month ago
The US Equity Market Exhales
Season 9 Episode 2
The big things you need to know:
First, trends in investor vibes were mixed last week, both in our quant work as well as last week’s investor conversa…1 year, 1 month ago
Walking Through The Math Behind Our Updated S&P 500 Forecasts
Season 9 Episode 1
The big things you need to know:
We’ve lowered our YE 2025 S&P 500 price target to 6,200 from 6,600,We’ve lowered our 2025 S&P 500 EPS forecast to $26…1 year, 1 month ago
Special Edition - A Conversation On The Equity Market Outlook
Season 8 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…
1 year, 2 months ago
Drawdowns, Bear Case Stress Test, Vibes, Small Caps
Season 8 Episode 24
The big things you need to know: First, we review our basic framework for thinking about drawdowns in US equities, a topic that’s been coming up in …
1 year, 2 months ago