Mid-Year Outlook Update
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...
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Down the Valuation Rabbit Hole
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 ...
Beyond the Headlines: Oil, Inflation and Market Risk
This week, we are excited to bring you a special edition of the podcast, a recording of a panel done by Lori Calvasina (Head of US Equity Strategy), Helima Croft (Head of Global Commodity & MENA Research), and Frances Do...
A Bottom-Up Look At The Bear Case On Iran, US Valuations From Two Perspectives
The big things you need to know:First, we review the results of a survey we conducted of RBC’s equity analysts on the conflict in Iran, which helps explain the resilience we’ve seen in the S&P 500.Second, the valuation a...