207 Folgen

  1. 2024 EPS Forecasts Shrink, Stretched Sentiment, Strong Data

    Vom: 5.2.2024
  2. A Mixed Bag of Earnings So Far, Latest Sentiment & Valuation Developments

    Vom: 30.1.2024
  3. EPS Concentration, Reporting Season Takeaways, Another Consumer Surprise

    Vom: 24.1.2024
  4. Navigating Sectors Globally In 2024

    Vom: 17.1.2024
  5. The Top 10 Things We're Thinking About in US Equities Heading Into 2024

    Vom: 12.1.2024
  6. Valuations Ending 2023 At Reasonable Levels, But Pullback Risks Have Grown

    Vom: 21.12.2023
  7. Inbound Questions On Small Caps; Investor Sentiment Getting Too Enthusiastic

    Vom: 6.12.2023
  8. The Top 10 Things We're Thinking About in US Equities Heading Into 2024

    Vom: 27.11.2023
  9. Potentially Peaking Yields, Small Caps, Bearish Extreme in Sentiment

    Vom: 7.11.2023
  10. 3Q23 Earnings Halftime Report

    Vom: 30.10.2023
  11. Still In A Spooky Place

    Vom: 24.10.2023
  12. Solid Start To Reporting Season Despite Macro Headwinds

    Vom: 17.10.2023
  13. Shutting Down the Shutdown, CFO Confidence Rises, Energy Revisions Near Peak

    Vom: 2.10.2023
  14. Perspective on the Shutdown, Growth Trade, Sentiment & Utilities

    Vom: 26.9.2023
  15. Monitoring Misery, Industrials Insights, US Inflows Return

    Vom: 19.9.2023
  16. Why We're Sticking With Energy, The Nuances We See In Industrials

    Vom: 12.9.2023
  17. AI Leadership Bounces Back, But Tactical Problems With The Growth Trade Remain

    Vom: 7.9.2023
  18. Historical Election Playbook, Tactical Problems With Growth Persist

    Vom: 29.8.2023
  19. Winding Down 2Q23 Reporting Season

    Vom: 11.8.2023
  20. Due For A Pause

    Vom: 8.8.2023

4 / 11

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

Visit the podcast's native language site