207 Episodes

  1. Some of the Things We're Thinking About in US Equities as 2H24 Begins

    Published: 7/2/2024
  2. Steady C-Suite Confidence, What’s Baked in, Flows Argue for Rotation

    Published: 6/25/2024
  3. Gold – Some Caution Warranted

    Published: 6/21/2024
  4. Mega Cap Growth Surges, As Small Caps Sink

    Published: 6/17/2024
  5. Special Edition - A Conversation on Concentration, Retail, Energy & Utilities

    Published: 6/6/2024
  6. Old Leadership Bounces Back With A Vengeance

    Published: 6/4/2024
  7. Stuck In Neutral For Now

    Published: 5/29/2024
  8. Right Back Where We Started From

    Published: 5/21/2024
  9. Earnings Ending Up Fine with a Twist, Bulls Bounce Back

    Published: 5/14/2024
  10. Updates on Reporting Season, Sentiment, Small Caps

    Published: 5/7/2024
  11. Analyst Survey Results Point To Optimism & Rotation, US Sector Call Changes

    Published: 4/24/2024
  12. Sentiment, Companies Beating Consensus, and Growth Take a Hit

    Published: 4/23/2024
  13. Seven Things We’re Thinking About Right Now

    Published: 4/16/2024
  14. Sticking With Energy, Swing State Shifts

    Published: 4/10/2024
  15. Spring Cleaning on Our 2024 S&P 500 Forecasts

    Published: 3/28/2024
  16. Lessons From The R2000/S&P 600 Debate, Institutional Sentiment Rebounds

    Published: 3/26/2024
  17. Energy Thoughts, Large Caps’ EPS Advantage, Sentiment Slips More

    Published: 3/20/2024
  18. Sentiment Slips, GDP Views Continue To Improve, Biden’s Wish List

    Published: 3/12/2024
  19. Commodities – The 2024 Balancing Act

    Published: 2/22/2024
  20. Reporting Season Stats Steady, Consumer Color, Top Charts In Our EU/ UK Meetings

    Published: 2/13/2024

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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