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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: https://www.rbccm.com/en/policies-disclaimers.page

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Dec 4, 2024•—

Early Thoughts on the 2025 S&P 500 Sector Outlook

Dec 9, 2024•—

Positioning Takes a Tiny Hit, Mixed Shifts in Key Consensus Macro Assumptions

Dec 24, 2024•—

Navigating markets in 2025: Whipsaws and fatter-tails call for tactical moves

Jan 6, 2025•—

EPS Revisions Fade, Sentiment Wanes, P/Es Contract, & Flows Fade as 2025 Begins

Jan 9, 2025•—

Sector Update - Survey Results, Flows, US Changes

Jan 13, 2025•—

Jobs Jumble, Our Questions for Companies in 4Q24 Reporting Season

Jan 21, 2025•—

Early Earnings Takeaways, Vibes Vigilance, Show Me the Money FlowsSeason

Jan 27, 2025•—

Solid Earnings Stats To Start

Feb 10, 2025•—

Uncertainty Dents Optimism

Feb 18, 2025•—

Treading Water

Feb 24, 2025•—

Surveilling the Vibes

Mar 3, 2025•—

Drawdowns, Bear Case Stress Test, Vibes, Small Caps

Mar 9, 2025•—

Special Edition - A Conversation On The Equity Market Outlook

Mar 17, 2025•—

Walking Through The Math Behind Our Updated S&P 500 Forecasts

Mar 24, 2025•—

The US Equity Market Exhales

Apr 1, 2025•—

Crunch Time For The Consumer

Apr 7, 2025•—

The Most Important Things We've Written About The Past Few Days

Apr 14, 2025•—

Our Latest Thoughts on The Tiers of Fear, Earnings Season, and The Growth Trade

Apr 22, 2025•—

The Fog of Tariffs

Apr 28, 2025•—

Drinking From A Firehose of Earnings

May 5, 2025•—

A Little Less Conversation About Tariffs

May 19, 2025•—

Updating Our 2025 S&P 500 EPS & Valuation Models, The Market's Bad Mood

Jun 2, 2025•—

Tweaking Our Target

Jun 6, 2025•—

Messy Markets and Investor Pickles

Jun 10, 2025•—

Improved 2026 EPS Outlooks, A Less Favorable Sentiment Set Up, Seasonal Trends

Jun 16, 2025•—

The Recent Escalation in the Middle East From a US Equity Lens

Jun 23, 2025•—

Solid EPS Stats, Weak Corporate Vibes, Recapping Our Middle East Read Throughs

Jun 25, 2025•—

Recapping Our Biggest Call of the Year

Jun 30, 2025•—

Mid-Year 2025 Global Analyst Outlook Survey; US Sector Recommendation Changes

Jul 3, 2025•—

Mid-Year Market Musings

Jul 14, 2025•—

Updating Our S&P 500 Price Target, Thoughts On Earnings, New Worries

Jul 21, 2025•—

Fine, But Not Fabulous

Jul 28, 2025•—

The Real Test is Coming Up

Aug 10, 2025•—

Winding Down With No Regrets

Aug 20, 2025•—

Mega Cap Growth Earnings, Small Cap’s Recent Pop, Mixed Vibes To End The Summer

Sep 2, 2025•—

Wrapping Up The Summer, Tariff Thoughts

Sep 9, 2025•—

Additional Uncertainty

Sep 15, 2025•—

Very Early Thoughts on 2026

Sep 23, 2025•—

Watching the Homebuilders, EPS Revisions, Investor Sentiment, Capex, and Flows

Sep 29, 2025•—

Conversations in London

Oct 6, 2025•—

Conversations in the US

Oct 9, 2025•—

3Q25 RBC Analyst Outlook Survey Results

Oct 13, 2025•—

The Hunt For Red October

Oct 21, 2025•—

Thoughts On Week 1 of Reporting Season

Oct 28, 2025•—

Early Learnings From Earnings

Nov 3, 2025•—

Latest Earnings Color, More Tricks Than Treats

Nov 10, 2025•—

Thoughts on Earnings, Small Caps, and the Shutdown

Nov 24, 2025•—

What We're Watching & What's Working

Dec 1, 2025•—

Our Year-Ahead US Equity Market Outlook

Dec 8, 2025•—

RBC's Markets in Motion

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