RBC's Markets in Motion Podcast
1) What We’re Watching on Iran & Stocks Generally
The big things you need to know:We run through five things we’re thinking about regarding recent developments in the Middle East from a stock market perspective.Then, we wrap up with a few things we’r...Show More
2) What We’re Thinking About As Tariffs Move To A New Phase
The big things you need to know:First, the stock market is still experiencing a growth scare, in our view, where it is attempting to stabilize. We see more downside if recession is priced in.Second, w...Show More
3) A Little More Love For Small Caps
The big things you need to know: First, we review our stance on Small Caps. We had a little more love for them coming into Valentine’s Day weekend due to better fundamentals, but still see challenges ...Show More
4) Bouncing Back
The big things you need to know:First, we run through our thoughts on last week’s choppy price action in the S&P 500 and reiterate our 7,750 12-month-forward S&P 500 price target.Second, we update the...Show More
5) From Sleepy To Slightly Squishy
The big things you need to know:First, reporting season stats have come in “slightly squishy” in our view, suggesting to us that the choppy price action in the S&P 500 of late has been about more than...Show More
6) A Sleepy Start to Earnings, Small Cap P/Es Surge
The big things you need to know:First, the various earnings stats we track point to a sleepy start to reporting season, suggesting to us that geopolitics hasn’t been the only thing contributing to the...Show More
7) Earnings Season Offers US Equity Investors a Chance to Refocus on the Micro
The big things you need to know:First, our thoughts on earnings heading into 4Q25 reporting season – questions we think need answering and stats we’re watching.Second, other updates include our though...Show More
8) The Calendar Turns
The big things you need to know: First, after updating our models for end of year, we are reiterating our 7,750 12-month S&P 500 price target, noting that the signal from our sentiment model deteriora...Show More
9) Our Year Ahead US Sector Outlook – Seeking Out Value
The big things you need to know:First, we are upgrading S&P 500 Health Care to overweight from market weight.Second, we are upgrading S&P 500 Communication Services to overweight from market weight.Th...Show More
10) What The US Equity Market Has Been Thankful For
The big things you need to know:First, several things that US equity markets have been linked to (breadth, bitcoin, private market fears, Fed cut expectations, consumer sentiment) have gotten better i...Show More