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Surveilling the Vibes
Season 8 Episode 23
The big things you need to know: First, we found more evidence of weakening investor and consumer vibes in last week’s data updates, while getting a …
1 year, 2 months ago
Treading Water
Season 8 Episode 22
The big things you need to know: First, there was very little change last week in the stats we monitor to track reporting season, aside from the cont…
1 year, 2 months ago
Uncertainty Dents Optimism
Season 8 Episode 21
The big things you need to know: The big things you need to know: First, the earnings backdrop has softened a bit on the stats for the broader US equ…
1 year, 3 months ago
Solid Earnings Stats To Start
Season 8 Episode 20
The big things you need to know: The big things you need to know: First, 4Q24 earnings season looks solid on the stats so far. Second, bulls bounced …
1 year, 3 months ago
Early Earnings Takeaways, Vibes Vigilance, Show Me the Money FlowsSeason
Season 8 Episode 19
The big things you need to know: First, the initial batch of 4Q24 earnings call commentary, which is mostly from Financials, highlights the optimism …
1 year, 3 months ago
Jobs Jumble, Our Questions for Companies in 4Q24 Reporting Season
Season 8 Episode 18
The big things you need to know: First, we review our thoughts on last Friday's jobs report and reaction in the S&P 500 and Russell 2000. Second, wit…
1 year, 3 months ago
Sector Update - Survey Results, Flows, US Changes
Season 8 Episode 17
The big things you need to know: Today in the podcast, an update on our S&P 500 sector outlook for 2025, and the results of the quarterly RBC analyst…
1 year, 4 months ago
EPS Revisions Fade, Sentiment Wanes, P/Es Contract, & Flows Fade as 2025 Begins
Season 8 Episode 16
The big things you need to know: First, modest downward revisions have returned to bottom-up consensus S&P 500 EPS forecasts. Second, frothy US equit…
1 year, 4 months ago
Navigating markets in 2025: Whipsaws and fatter-tails call for tactical moves
Season 8 Episode 15
The format of this special edition of RBC’s Markets in Motion is a little bit different from what we usually do, and runs a little bit longer than us…
1 year, 4 months ago
Positioning Takes a Tiny Hit, Mixed Shifts in Key Consensus Macro Assumptions
Season 8 Episode 14
The big things you need to know: Three big things you need to know: First, positioning in US equity futures per the weekly CFTC data has taken a tiny…
1 year, 5 months ago