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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, 4 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, 5 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, 5 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, 5 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, 5 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, 5 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, 6 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, 6 months ago
Early Thoughts on the 2025 S&P 500 Sector Outlook
Season 8 Episode 13
Today in the podcast: Our thoughts on the outlook for the S&P 500 sectors in 2025, with a focus on those where we've made changes to our view.
The big…
1 year, 6 months ago
Some of the Biggest Things We're Thinking About Heading Into 2025
Season 8 Episode 12
Today in the podcast: Highlights from our 2025 US Equity Market outlook, in which we reviewed the top 10 things we’re thinking about as the new year …
1 year, 7 months ago