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RBC's Markets in Motion
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RBC's Markets in Motion

ByRBC Capital Markets

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

200 Episodes•0 Subscribers•0 Total Listens

Episode Playlist

50 Episodes
What The US Equity Market Has Been Thankful For
Dec 8, 2025•—

What The US Equity Market Has Been Thankful For

Our Year-Ahead US Equity Market Outlook
Dec 1, 2025•—

Our Year-Ahead US Equity Market Outlook

What We're Watching & What's Working
Nov 24, 2025•—

What We're Watching & What's Working

Thoughts on Earnings, Small Caps, and the Shutdown
Nov 10, 2025•—

Thoughts on Earnings, Small Caps, and the Shutdown

Latest Earnings Color, More Tricks Than Treats
Nov 3, 2025•—

Latest Earnings Color, More Tricks Than Treats

Early Learnings From Earnings
Oct 28, 2025•—

Early Learnings From Earnings

Thoughts On Week 1 of Reporting Season
Oct 21, 2025•—

Thoughts On Week 1 of Reporting Season

The Hunt For Red October
Oct 13, 2025•—

The Hunt For Red October

3Q25 RBC Analyst Outlook Survey Results
Oct 9, 2025•—

3Q25 RBC Analyst Outlook Survey Results

Conversations in the US
Oct 6, 2025•—

Conversations in the US

Conversations in London
Sep 29, 2025•—

Conversations in London

Watching the Homebuilders, EPS Revisions, Investor Sentiment, Capex, and Flows
Sep 23, 2025•—

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

Very Early Thoughts on 2026
Sep 15, 2025•—

Very Early Thoughts on 2026

Additional Uncertainty
Sep 9, 2025•—

Additional Uncertainty

Wrapping Up The Summer, Tariff Thoughts
Sep 2, 2025•—

Wrapping Up The Summer, Tariff Thoughts

Mega Cap Growth Earnings, Small Cap’s Recent Pop, Mixed Vibes To End The Summer
Aug 20, 2025•—

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

Winding Down With No Regrets
Aug 10, 2025•—

Winding Down With No Regrets

The Real Test is Coming Up
Jul 28, 2025•—

The Real Test is Coming Up

Fine, But Not Fabulous
Jul 21, 2025•—

Fine, But Not Fabulous

Updating Our S&P 500 Price Target, Thoughts On Earnings, New Worries
Jul 14, 2025•—

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

Mid-Year Market Musings
Jul 3, 2025•—

Mid-Year Market Musings

Mid-Year 2025 Global Analyst Outlook Survey; US Sector Recommendation Changes
Jun 30, 2025•—

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

Recapping Our Biggest Call of the Year
Jun 25, 2025•—

Recapping Our Biggest Call of the Year

Solid EPS Stats, Weak Corporate Vibes, Recapping Our Middle East Read Throughs
Jun 23, 2025•—

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

The Recent Escalation in the Middle East From a US Equity Lens
Jun 16, 2025•—

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

Improved 2026 EPS Outlooks, A Less Favorable Sentiment Set Up, Seasonal Trends
Jun 10, 2025•—

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

Messy Markets and Investor Pickles
Jun 6, 2025•—

Messy Markets and Investor Pickles

Tweaking Our Target
Jun 2, 2025•—

Tweaking Our Target

Updating Our 2025 S&P 500 EPS & Valuation Models, The Market's Bad Mood
May 19, 2025•—

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

A Little Less Conversation About Tariffs
May 5, 2025•—

A Little Less Conversation About Tariffs

Drinking From A Firehose of Earnings
Apr 28, 2025•—

Drinking From A Firehose of Earnings

The Fog of Tariffs
Apr 22, 2025•—

The Fog of Tariffs

Our Latest Thoughts on The Tiers of Fear, Earnings Season, and The Growth Trade
Apr 14, 2025•—

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

The Most Important Things We've Written About The Past Few Days
Apr 7, 2025•—

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

Crunch Time For The Consumer
Apr 1, 2025•—

Crunch Time For The Consumer

The US Equity Market Exhales
Mar 24, 2025•—

The US Equity Market Exhales

Walking Through The Math Behind Our Updated S&P 500 Forecasts
Mar 17, 2025•—

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

Special Edition - A Conversation On The Equity Market Outlook
Mar 9, 2025•—

Special Edition - A Conversation On The Equity Market Outlook

Drawdowns, Bear Case Stress Test, Vibes, Small Caps
Mar 3, 2025•—

Drawdowns, Bear Case Stress Test, Vibes, Small Caps

Surveilling the Vibes
Feb 24, 2025•—

Surveilling the Vibes

Treading Water
Feb 18, 2025•—

Treading Water

Uncertainty Dents Optimism
Feb 10, 2025•—

Uncertainty Dents Optimism

Solid Earnings Stats To Start
Jan 27, 2025•—

Solid Earnings Stats To Start

Early Earnings Takeaways, Vibes Vigilance, Show Me the Money FlowsSeason
Jan 21, 2025•—

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

Jobs Jumble, Our Questions for Companies in 4Q24 Reporting Season
Jan 13, 2025•—

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

Sector Update - Survey Results, Flows, US Changes
Jan 9, 2025•—

Sector Update - Survey Results, Flows, US Changes

EPS Revisions Fade, Sentiment Wanes, P/Es Contract, & Flows Fade as 2025 Begins
Jan 6, 2025•—

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

Navigating markets in 2025: Whipsaws and fatter-tails call for tactical moves
Dec 24, 2024•—

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

Positioning Takes a Tiny Hit, Mixed Shifts in Key Consensus Macro Assumptions
Dec 9, 2024•—

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

Early Thoughts on the 2025 S&P 500 Sector Outlook
Dec 4, 2024•—

Early Thoughts on the 2025 S&P 500 Sector Outlook

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