RBC's Markets in Motion

207 Episodes

1. Debt Ceiling Drama, More Mixed Earnings Messages, Sentiment Rebound

   Published: 2/22/2023
2. Low Quality, Muddled Macro Messages, 2023 EPS Softening vs. 2024 Recovery

   Published: 2/14/2023
3. Trading Like Fed Is Done, Case For Valuation Expansion, EPS Sentiment Improves

   Published: 2/7/2023
4. Keeping A Close Eye on Industrial Layoffs, Case For Stocks Emerging on 2024 EPS

   Published: 2/1/2023
5. EPS Backdrop Continues To Soften, Transcript Takeaways, 02-03 Path Still Intact

   Published: 1/23/2023
6. Former Leaders Finally Start To Take Their Earnings Lumps

   Published: 1/18/2023
7. Tax Tidbits, TIMT Damage in Context, The ISM Playbook, Small Caps' Solid Start

   Published: 1/9/2023
8. Thoughts on Sectors Heading Into 2023

   Published: 12/21/2022
9. Questions From Europe, The Pricey US, Weaker USD & China Reopening Thoughts

   Published: 12/12/2022
10. 2023 US Equity Market Outlook - The Tug of War Continues

    Published: 11/30/2022
11. Cooling Inflation Implications, Midterm Musings, 3Q22 Reporting Season Update

    Published: 11/15/2022
12. Midterm Election Survival Guide

    Published: 11/7/2022
13. Int'l Exposure by Index, More Significant EPS Softening, Positioning Nuances

    Published: 10/31/2022
14. Small Cap Balance Sheet Fears, Softening EPS Trends, More Midterm Momentum

    Published: 10/25/2022
15. October RBC Analyst Survey Results, Strategy Sector Recommendation Updates

    Published: 10/19/2022
16. Outlook Update, 3Q22 Earnings Preview

    Published: 10/12/2022
17. Dollar Doldrums, Lessons from 2002–03, Bright Spots

    Published: 10/3/2022
18. Inverted Curve, Deep Dive Into P/Es vs. Rates & Inflation, The Next Big Test

    Published: 9/26/2022
19. Growth Unwind Late Innings, Democrats Gain More Momentum, Reasonable Valuations

    Published: 9/20/2022
20. Tug of War Into Year End

    Published: 9/13/2022