RBC's Markets in Motion

207 Episodes

1. Drinking From A Firehose of Earnings

   Published: 4/28/2025
2. The Fog of Tariffs

   Published: 4/22/2025
3. Our Latest Thoughts on The Tiers of Fear, Earnings Season, and The Growth Trade

   Published: 4/14/2025
4. The Most Important Things We've Written About The Past Few Days

   Published: 4/7/2025
5. Crunch Time For The Consumer

   Published: 4/1/2025
6. The US Equity Market Exhales

   Published: 3/24/2025
7. Walking Through The Math Behind Our Updated S&P 500 Forecasts

   Published: 3/17/2025
8. Special Edition - A Conversation On The Equity Market Outlook

   Published: 3/9/2025
9. Drawdowns, Bear Case Stress Test, Vibes, Small Caps

   Published: 3/3/2025
10. Surveilling the Vibes

    Published: 2/24/2025
11. Treading Water

    Published: 2/18/2025
12. Uncertainty Dents Optimism

    Published: 2/10/2025
13. Solid Earnings Stats To Start

    Published: 1/27/2025
14. Early Earnings Takeaways, Vibes Vigilance, Show Me the Money FlowsSeason

    Published: 1/21/2025
15. Jobs Jumble, Our Questions for Companies in 4Q24 Reporting Season

    Published: 1/13/2025
16. Sector Update - Survey Results, Flows, US Changes

    Published: 1/9/2025
17. EPS Revisions Fade, Sentiment Wanes, P/Es Contract, & Flows Fade as 2025 Begins

    Published: 1/6/2025
18. Navigating markets in 2025: Whipsaws and fatter-tails call for tactical moves

    Published: 12/24/2024
19. Positioning Takes a Tiny Hit, Mixed Shifts in Key Consensus Macro Assumptions

    Published: 12/9/2024
20. Early Thoughts on the 2025 S&P 500 Sector Outlook

    Published: 12/4/2024