207 Folgen

  1. Drinking From A Firehose of Earnings

    Vom: 28.4.2025
  2. The Fog of Tariffs

    Vom: 22.4.2025
  3. Our Latest Thoughts on The Tiers of Fear, Earnings Season, and The Growth Trade

    Vom: 14.4.2025
  4. The Most Important Things We've Written About The Past Few Days

    Vom: 7.4.2025
  5. Crunch Time For The Consumer

    Vom: 1.4.2025
  6. The US Equity Market Exhales

    Vom: 24.3.2025
  7. Walking Through The Math Behind Our Updated S&P 500 Forecasts

    Vom: 17.3.2025
  8. Special Edition - A Conversation On The Equity Market Outlook

    Vom: 9.3.2025
  9. Drawdowns, Bear Case Stress Test, Vibes, Small Caps

    Vom: 3.3.2025
  10. Surveilling the Vibes

    Vom: 24.2.2025
  11. Treading Water

    Vom: 18.2.2025
  12. Uncertainty Dents Optimism

    Vom: 10.2.2025
  13. Solid Earnings Stats To Start

    Vom: 27.1.2025
  14. Early Earnings Takeaways, Vibes Vigilance, Show Me the Money FlowsSeason

    Vom: 21.1.2025
  15. Jobs Jumble, Our Questions for Companies in 4Q24 Reporting Season

    Vom: 13.1.2025
  16. Sector Update - Survey Results, Flows, US Changes

    Vom: 9.1.2025
  17. EPS Revisions Fade, Sentiment Wanes, P/Es Contract, & Flows Fade as 2025 Begins

    Vom: 6.1.2025
  18. Navigating markets in 2025: Whipsaws and fatter-tails call for tactical moves

    Vom: 24.12.2024
  19. Positioning Takes a Tiny Hit, Mixed Shifts in Key Consensus Macro Assumptions

    Vom: 9.12.2024
  20. Early Thoughts on the 2025 S&P 500 Sector Outlook

    Vom: 4.12.2024

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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

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