RBC's Markets in Motion

207 Episodes

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

   Published: 2/5/2024
2. A Mixed Bag of Earnings So Far, Latest Sentiment & Valuation Developments

   Published: 1/30/2024
3. EPS Concentration, Reporting Season Takeaways, Another Consumer Surprise

   Published: 1/24/2024
4. Navigating Sectors Globally In 2024

   Published: 1/17/2024
5. The Top 10 Things We're Thinking About in US Equities Heading Into 2024

   Published: 1/12/2024
6. Valuations Ending 2023 At Reasonable Levels, But Pullback Risks Have Grown

   Published: 12/21/2023
7. Inbound Questions On Small Caps; Investor Sentiment Getting Too Enthusiastic

   Published: 12/6/2023
8. The Top 10 Things We're Thinking About in US Equities Heading Into 2024

   Published: 11/27/2023
9. Potentially Peaking Yields, Small Caps, Bearish Extreme in Sentiment

   Published: 11/7/2023
10. 3Q23 Earnings Halftime Report

    Published: 10/30/2023
11. Still In A Spooky Place

    Published: 10/24/2023
12. Solid Start To Reporting Season Despite Macro Headwinds

    Published: 10/17/2023
13. Shutting Down the Shutdown, CFO Confidence Rises, Energy Revisions Near Peak

    Published: 10/2/2023
14. Perspective on the Shutdown, Growth Trade, Sentiment & Utilities

    Published: 9/26/2023
15. Monitoring Misery, Industrials Insights, US Inflows Return

    Published: 9/19/2023
16. Why We're Sticking With Energy, The Nuances We See In Industrials

    Published: 9/12/2023
17. AI Leadership Bounces Back, But Tactical Problems With The Growth Trade Remain

    Published: 9/7/2023
18. Historical Election Playbook, Tactical Problems With Growth Persist

    Published: 8/29/2023
19. Winding Down 2Q23 Reporting Season

    Published: 8/11/2023
20. Due For A Pause

    Published: 8/8/2023