207 Folgen

  1. Some of the Biggest Things We're Thinking About Heading Into 2025

    Vom: 26.11.2024
  2. A Pullback May Have Started, Tariffs in Focus, Watching Financials Valuations

    Vom: 18.11.2024
  3. Earnings Wind Down, Stretched Positioning, Valuations With Less Room to Run

    Vom: 11.11.2024
  4. What We've Been Talking About After The Election

    Vom: 7.11.2024
  5. Higher Level Thoughts on the Outcome of the US Election

    Vom: 5.11.2024
  6. A Mildly Disappointing Reporting Season So Far, Election Thoughts

    Vom: 28.10.2024
  7. Good Start for the Rotation Trade, Clogs in the Pipes, Election Muscle Memory

    Vom: 21.10.2024
  8. 3Q24 Earnings Preview

    Vom: 14.10.2024
  9. September Analyst Survey Results, Changes To Our US Sector Views

    Vom: 8.10.2024
  10. Economic Tailwinds Return, Boosting Small Caps

    Vom: 7.10.2024
  11. Spotlight on the US Elections

    Vom: 2.10.2024
  12. Thoughts On The S&P 500 Following The Fed, Plus A Few Other Updates

    Vom: 23.9.2024
  13. Small Caps’ Good Day, US Election Policy Read Throughs

    Vom: 16.9.2024
  14. Employment Uncertainty Growth, Election Uncertainty Persists

    Vom: 9.9.2024
  15. Back to Reality

    Vom: 4.9.2024
  16. Odds & Ends To End The Summer

    Vom: 21.8.2024
  17. Pressure Release

    Vom: 13.8.2024
  18. Monitoring Earnings, The Rotation Trade, and The Pullback

    Vom: 30.7.2024
  19. Sentiment, Earnings, Rotation, and the US Election

    Vom: 22.7.2024
  20. 2Q24 Reporting Season Is A Key Test For The Rotation Trade

    Vom: 16.7.2024

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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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