RBC's Markets in Motion

207 Episoder

1. 2024 EPS Forecasts Shrink, Stretched Sentiment, Strong Data

   Publisert: 5.2.2024
2. A Mixed Bag of Earnings So Far, Latest Sentiment & Valuation Developments

   Publisert: 30.1.2024
3. EPS Concentration, Reporting Season Takeaways, Another Consumer Surprise

   Publisert: 24.1.2024
4. Navigating Sectors Globally In 2024

   Publisert: 17.1.2024
5. The Top 10 Things We're Thinking About in US Equities Heading Into 2024

   Publisert: 12.1.2024
6. Valuations Ending 2023 At Reasonable Levels, But Pullback Risks Have Grown

   Publisert: 21.12.2023
7. Inbound Questions On Small Caps; Investor Sentiment Getting Too Enthusiastic

   Publisert: 6.12.2023
8. The Top 10 Things We're Thinking About in US Equities Heading Into 2024

   Publisert: 27.11.2023
9. Potentially Peaking Yields, Small Caps, Bearish Extreme in Sentiment

   Publisert: 7.11.2023
10. 3Q23 Earnings Halftime Report

    Publisert: 30.10.2023
11. Still In A Spooky Place

    Publisert: 24.10.2023
12. Solid Start To Reporting Season Despite Macro Headwinds

    Publisert: 17.10.2023
13. Shutting Down the Shutdown, CFO Confidence Rises, Energy Revisions Near Peak

    Publisert: 2.10.2023
14. Perspective on the Shutdown, Growth Trade, Sentiment & Utilities

    Publisert: 26.9.2023
15. Monitoring Misery, Industrials Insights, US Inflows Return

    Publisert: 19.9.2023
16. Why We're Sticking With Energy, The Nuances We See In Industrials

    Publisert: 12.9.2023
17. AI Leadership Bounces Back, But Tactical Problems With The Growth Trade Remain

    Publisert: 7.9.2023
18. Historical Election Playbook, Tactical Problems With Growth Persist

    Publisert: 29.8.2023
19. Winding Down 2Q23 Reporting Season

    Publisert: 11.8.2023
20. Due For A Pause

    Publisert: 8.8.2023