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 i...
Radio and PodcastLive Radio & Podcasts
Business
RBC's Markets in Motion
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: http...
RBC's Markets in Motion Podcast Guide
Listen to RBC's Markets in Motion, a Business podcast by RBC Capital Markets. Stream 209 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
Show Topic
Browse this show under Business podcasts.
Episodes
20 episodes are loaded now from a catalog of 209. More episodes can be opened from this page.
Discover More
Explore Business podcasts, United States podcasts and English podcasts.
Episodes
20 of 209 episodesThe 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 v...
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...
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 lates...
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 e...
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&...
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 explor...
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...
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...
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 o...
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 th...
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 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. T...
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...
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...
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...
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...
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 St...
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, whi...
What We’re Watching on Iran & Stocks Generally
The big things you need to know: We run through five things we’re thinking about regarding recent developments in the Middle East from a sto...