207 Episodes

  1. Some of the Biggest Things We're Thinking About Heading Into 2025

    Published: 11/26/2024
  2. A Pullback May Have Started, Tariffs in Focus, Watching Financials Valuations

    Published: 11/18/2024
  3. Earnings Wind Down, Stretched Positioning, Valuations With Less Room to Run

    Published: 11/11/2024
  4. What We've Been Talking About After The Election

    Published: 11/7/2024
  5. Higher Level Thoughts on the Outcome of the US Election

    Published: 11/5/2024
  6. A Mildly Disappointing Reporting Season So Far, Election Thoughts

    Published: 10/28/2024
  7. Good Start for the Rotation Trade, Clogs in the Pipes, Election Muscle Memory

    Published: 10/21/2024
  8. 3Q24 Earnings Preview

    Published: 10/14/2024
  9. September Analyst Survey Results, Changes To Our US Sector Views

    Published: 10/8/2024
  10. Economic Tailwinds Return, Boosting Small Caps

    Published: 10/7/2024
  11. Spotlight on the US Elections

    Published: 10/2/2024
  12. Thoughts On The S&P 500 Following The Fed, Plus A Few Other Updates

    Published: 9/23/2024
  13. Small Caps’ Good Day, US Election Policy Read Throughs

    Published: 9/16/2024
  14. Employment Uncertainty Growth, Election Uncertainty Persists

    Published: 9/9/2024
  15. Back to Reality

    Published: 9/4/2024
  16. Odds & Ends To End The Summer

    Published: 8/21/2024
  17. Pressure Release

    Published: 8/13/2024
  18. Monitoring Earnings, The Rotation Trade, and The Pullback

    Published: 7/30/2024
  19. Sentiment, Earnings, Rotation, and the US Election

    Published: 7/22/2024
  20. 2Q24 Reporting Season Is A Key Test For The Rotation Trade

    Published: 7/16/2024

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Our regular podcast from Lori Calvasina, Head of US Equity Strategy, that brings a fresh perspective and nuanced, data driven view on the forces shaping U.S. equity markets. Disclaimer: https://www.rbccm.com/en/policies-disclaimers.page