207 Episodes

  1. 2Q23 Halftime Report

    Published: 8/2/2023
  2. Performance Under Pressure, Complicated Cross Currents

    Published: 7/25/2023
  3. Earnings Preview; Recovery Signals

    Published: 7/18/2023
  4. Our Bottom-Up, Global View of Sectors; Getting More Comfortable With Cyclicals

    Published: 7/13/2023
  5. New Topics; Monitoring Shifts in Sentiment, Politics, & Flows; Russia Thoughts

    Published: 6/26/2023
  6. Our Top Five Charts of 1H23

    Published: 6/21/2023
  7. Sentiment and Small Caps Join The Recovery

    Published: 6/14/2023
  8. Concentration & Narrow Leadership Likely More Noise Than Signal

    Published: 6/6/2023
  9. US Equity Mkt Outlook Update Pt 2: Views On US/Non-US, Growth/Value & Small Cap

    Published: 6/1/2023
  10. US Equity Market Outlook Update Pt 1 - Thoughts On Our Revised S&P 500 Targets

    Published: 5/31/2023
  11. A Deep Dive into 1945; Recovery Expectations Persist

    Published: 5/23/2023
  12. 1Q23 Earnings Season Report Card – Recovery, Resilience, Balance

    Published: 5/9/2023
  13. Debt Ceiling Drama Returns

    Published: 5/3/2023
  14. Decent Start To 1Q23 Reporting Season In The Stats & Commentary

    Published: 4/25/2023
  15. Stocks Have Ignored A Recession Before, Inflation Discussions Fade

    Published: 4/18/2023
  16. Latest Analyst Survey Results; Staying Overweight Utilities, HC, Energy & Tech

    Published: 4/12/2023
  17. CFO Confidence, Bond Market Volatility Eases, Holding Patterns in Key Trades

    Published: 4/4/2023
  18. Tech Valuations, Sentiment Update, Small Caps At An Important Crossroads

    Published: 3/29/2023
  19. Feeling Fine About Financials

    Published: 3/7/2023
  20. 2023 US Equity Market Outlook Update (Still Traveling Along A Bumpy Road)

    Published: 3/1/2023

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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