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RBC's Markets in Motion RBC's Markets in Motion RBC Capital Markets The Rick Burgess Show The Rick Burgess Show iHeartPodcasts Soccer Down Here Soccer Down Here OSG Sports Scott Fox After 9 Scott Fox After 9 Scott Fox Washington Huskies Football Today | 2 Min News | The Daily News Now! Washington Huskies Football Today | 2 Min News | The Daily News Now! The Daily News Now! Noticentro Noticentro Audio Centro The Tara Granahan Show The Tara Granahan Show Cumulus Providence Baton Rouge News Today | 2 Min News | The Daily News Now! Baton Rouge News Today | 2 Min News | The Daily News Now! The Daily News Now! CFO Podcast CFO Podcast Peter De Roeck Promo Estereo Podcast Promo Estereo Podcast Promo Estereo The Bullvine Daily Brief The Bullvine Daily Brief The Bullvine The Gerry Callahan Show The Gerry Callahan Show Newsmax Podcasts AI Fire Daily AI Fire Daily AIFire.co Oaks Parish Oaks Parish Oaks Parish Round The Stumps Podcast Round The Stumps Podcast Round The Stumps Настоящее Время Настоящее Время Настоящее Время 96.7 KCAL Rocks! 96.7 KCAL Rocks! Madison Moses sarah marie anderson's podcast sarah marie anderson's podcast sarah marie anderson FNNプライムオンライン|フジテレビ系FNN28局のニュース FNNプライムオンライン|フジテレビ系FNN28局のニュース 株式会社フジテレビジョン Up To Speed Up To Speed Global Old Time Radio Crime & Detectives Old Time Radio Crime & Detectives theaterofthemind-otr.com CLATV Outcomes CLATV Outcomes Christian Leadership Alliance The Daily Mojo with Brad Staggs The Daily Mojo with Brad Staggs Bradly J Staggs MLB Baseball News Today | 2 Min News | The Daily News Now! MLB Baseball News Today | 2 Min News | The Daily News Now! The Daily News Now! Cacharreogeek Cacharreogeek Cacharreogeek Lydia's Lunch Bunch Lydia's Lunch Bunch Lydia Media Quantum Guides Show with Karen Holton Quantum Guides Show with Karen Holton Forbidden Knowledge Network The Brice & Bianucci podcast The Brice & Bianucci podcast Broadway Media El ojo crítico El ojo crítico Radio Nacional The CanesInSight Podcast The CanesInSight Podcast CanesInSight.com Ab ins Bett - Die tägliche Gute-Nacht-Geschichte Ab ins Bett - Die tägliche Gute-Nacht-Geschichte Marco König Prairie Bible Church Prairie Bible Church Prairie Bible Church Autoline Daily Autoline Daily Autoline Gamekings Gamekings Blammo Media / ILVY Network Bedtime Stories to Bore You Asleep from Sleep With Me Bedtime Stories to Bore You Asleep from Sleep With Me Silver Sleeper Productions LLC Speak English with Tiffani Podcast Speak English with Tiffani Podcast Teacher Tiffani Get Sleepy: Sleep meditation and stories Get Sleepy: Sleep meditation and stories Slumber Studios
RBC's Markets in Motion

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RBC's Markets in Motion

RBC Capital Markets

S&P 500 Sector Recommendation Shuffle

July 13, 2026 10:05am 6 min

The big things you need to know:First, we are making several changes to our S&P 500 sector views with upgrades to Tech to overweight and Consumer Discretionary to market weight, alongside downgrades of Communication Serv...

June Survey Results Reveal Optimism, Not Euphoria, Heading Into 2H26

July 07, 2026 10:15am 5 min

The big things you need to know:First, across the globe our analysts are constructive on performance over the next 6-12 months and see attractive valuations in the industries they cover.Second, Europe and Canada captured...

Mid-Year Outlook Update

June 29, 2026 12:10pm 6 min

The big things you need to know:First, we are lifting our 12-month S&P 500 price target to 8,150 from 7,900. We also think the recent outperformance of non-US developed markets and value could last a bit longer but ultim...

Down the Valuation Rabbit Hole

June 15, 2026 12:15pm 6 min

Two big things you need to know:First, forward P/Es have generally been de-frothed, but haven’t looked deeply compelling for the major US indices.Second, the valuation case for the broadening trade still has some room (S...

The Time is Now – We Need Your Help

June 10, 2026 10:21am 1 min

It’s been a year, and it’s only June. We built a framework to help investors navigate the fear and stuck with our constructive longer-term view. If you’ve found our research, and this podcast, helpful, we’d appreciate y...

From Rotation to Derisking

June 08, 2026 12:55pm 8 min

The big things you need to know:First, lingering concerns about interest rates and the Fed flared up on Friday after a surprisingly strong NFP report. We run through our thoughts on why this hit the Nasdaq so hard and no...

Investment strategy through the ‘up crash’ and beyond

June 04, 2026 3:05pm 19 min

RBC’s Markets in Motion is the weekly podcast from Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, highlighting her latest views on the US equity market. This is a special edition of the podcast record...

Earnings Sentiment Broadens Out

June 01, 2026 12:25pm 4 min

The big things you need to know:First, earnings sentiment (the rate of upward EPS estimate revisions) is now improving broadly within the equity market, which we think opens the door for a short-term pause in mega cap Gr...

Everything in Moderation

May 27, 2026 11:35am 8 min

The big things you need to know:First, we think the recent pick up in 10-year yields raises the risk of a tier 1 (5-10%) pullback in the S&P 500 in the short-term, but does not alter our longer-term constructive view on ...

London Fog

May 18, 2026 12:00pm 6 min

The big things you need to know:First, the investors we met with this past week, in our trip to London and Switzerland, were keen to explore other opportunities in US equities beyond Semis/Tech/AI, but had difficulty env...

Positivity Isn’t Always Naivete

May 11, 2026 1:15pm 22 min

In this special cross over edition (originally recorded for the RBC Capital Markets Macro Minutes podcast), Lori joins Blake Gwinn, Head of RBC Capital Markets US Rates Strategy in a conversation on US equities, US rates...

Baking in a Two-Speed Economy & EPS Backdrop into Our S&P 500 Forecast

May 08, 2026 1:05pm 5 min

The big things you need to know:First, we have lifted our 12-month-forward S&P 500 price target to 7,900, which represents a 7.7% gain from the May 7th close. In adjusting our forecast, we are focusing on our valuation/E...

Taking The Stock Market’s Temperature, Takeaways from an Avalanche of Earnings

May 04, 2026 1:50pm 6 min

The big things you need to know:First, US equity market valuations are on the rise, but don’t look topped out yet. We remain constructive on the US equity market in the year ahead, recognizing that the path may not be li...

Resilience With a Dose of Caution

April 27, 2026 3:05pm 7 min

The big things you need to know:First, the three things that stuck out to us in our review of earnings calls last week included outlooks that emphasized resiliency but contained a dose of caution, the conversation on Ira...

April 2026 Global Analyst Survey Results - Constructive, Aside From The War

April 24, 2026 8:10am 4 min

The big things you need to know:First, our analysts were generally constructive aside from the war.Second, our survey results reiterate the idea that the US is seen as a safety trade due to greater war resiliency, and th...

Climbing the Wall of Worry

April 20, 2026 11:20am 7 min

The big things you need to know:First, despite the strong rebound in the US equity market, investor sentiment remained subdued last week. This signals to us that there is room for US equities to run and climb a wall of w...

A Fragile, Foggy Bottom

April 13, 2026 2:35pm 7 min

The big things you need to know:First, our 12-month S&P 500 price target remains 7,750, and we assume the index has put in a fragile, foggy bottom.Second, we run through our thoughts on what we’re hoping to learn more ab...

Thinking Through Tier 2

March 30, 2026 1:35pm 8 min

The big things you need to know:First, the tactical indicators we’ve been tracking to gauge when equity investors’ fears may have gone too far continue to show signs of significant deterioration but are not yet pointing ...

This Might Take A Minute

March 22, 2026 11:35am 9 min

The big things you need to know:First, we review our key takeaways from our review of March company commentary on the Middle East conflict on EPS calls and in conference presentations. What we read adds to our understand...

Lingering Confidence & Emerging Concerns

March 16, 2026 4:50pm 6 min

The big things you need to know:First, in tandem with the 5% decline in the S&P 500, investor and consumer sentiment have slipped in recent updates as investors have digested the possibility of a longer conflict in Iran ...

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