RBC's Markets in Motion
Business

RBC's Markets in Motion

by RBC 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

103 episodes
EN language
All Episodes
1
This Might Take A Minute
9:41 Mar 22, 2026
2
Lingering Confidence & Emerging Concerns
6:37 Mar 16, 2026
3
Beyond the Headlines: Oil, Inflation and Market Risk
23:23 Mar 13, 2026
4
A Bottom-Up Look At The Bear Case On Iran, US Valuations From Two Perspectives
6:55 Mar 9, 2026
5
What We’re Watching on Iran & Stocks Generally
6:23 Mar 2, 2026
6
What We’re Thinking About As Tariffs Move To A New Phase
5:36 Feb 23, 2026
7
A Little More Love For Small Caps
7:35 Feb 17, 2026
8
Bouncing Back
8:24 Feb 9, 2026
9
From Sleepy To Slightly Squishy
7:20 Feb 2, 2026
10
A Sleepy Start to Earnings, Small Cap P/Es Surge
7:38 Jan 23, 2026
11
Earnings Season Offers US Equity Investors a Chance to Refocus on the Micro
9:10 Jan 14, 2026
12
The Calendar Turns
6:22 Jan 5, 2026
13
Our Year Ahead US Sector Outlook – Seeking Out Value
5:17 Dec 22, 2025
14
What The US Equity Market Has Been Thankful For
7:46 Dec 8, 2025
15
Our Year-Ahead US Equity Market Outlook
8:23 Dec 1, 2025
16
What We're Watching & What's Working
6:42 Nov 24, 2025
17
Thoughts on Earnings, Small Caps, and the Shutdown
6:04 Nov 10, 2025
18
Latest Earnings Color, More Tricks Than Treats
7:15 Nov 3, 2025
19
Early Learnings From Earnings
8:04 Oct 28, 2025
20
Thoughts On Week 1 of Reporting Season
7:33 Oct 22, 2025
21
The Hunt For Red October
7:52 Oct 13, 2025
22
3Q25 RBC Analyst Outlook Survey Results
4:51 Oct 9, 2025
23
Conversations in the US
7:30 Oct 6, 2025
24
Conversations in London
9:44 Sep 29, 2025
25
Watching the Homebuilders, EPS Revisions, Investor Sentiment, Capex, and Flows
6:41 Sep 23, 2025
26
Very Early Thoughts on 2026
7:57 Sep 15, 2025
27
Additional Uncertainty
5:48 Sep 9, 2025
28
Wrapping Up The Summer, Tariff Thoughts
4:44 Sep 2, 2025
29
Mega Cap Growth Earnings, Small Cap’s Recent Pop, Mixed Vibes To End The Summer
7:10 Aug 20, 2025
30
Winding Down With No Regrets
7:12 Aug 10, 2025
31
The Real Test is Coming Up
3:46 Jul 28, 2025
32
Fine, But Not Fabulous
6:11 Jul 21, 2025
33
Updating Our S&P 500 Price Target, Thoughts On Earnings, New Worries
7:00 Jul 14, 2025
34
Mid-Year Market Musings
10:21 Jul 3, 2025
35
Mid-Year 2025 Global Analyst Outlook Survey; US Sector Recommendation Changes
6:05 Jun 30, 2025
36
Recapping Our Biggest Call of the Year
2:56 Jun 25, 2025
37
Solid EPS Stats, Weak Corporate Vibes, Recapping Our Middle East Read Throughs
6:32 Jun 23, 2025
38
The Recent Escalation in the Middle East From a US Equity Lens
5:53 Jun 16, 2025
39
Improved 2026 EPS Outlooks, A Less Favorable Sentiment Set Up, Seasonal Trends
5:45 Jun 10, 2025
40
Messy Markets and Investor Pickles
30:17 Jun 6, 2025
41
Tweaking Our Target
7:47 Jun 2, 2025
42
Updating Our 2025 S&P 500 EPS & Valuation Models, The Market's Bad Mood
6:04 May 19, 2025
43
A Little Less Conversation About Tariffs
8:21 May 5, 2025
44
Drinking From A Firehose of Earnings
7:42 Apr 28, 2025
45
The Fog of Tariffs
6:56 Apr 22, 2025
46
Our Latest Thoughts on The Tiers of Fear, Earnings Season, and The Growth Trade
7:58 Apr 14, 2025
47
The Most Important Things We've Written About The Past Few Days
8:00 Apr 7, 2025
48
Crunch Time For The Consumer
30:39 Apr 1, 2025
49
The US Equity Market Exhales
6:28 Mar 24, 2025
50
Walking Through The Math Behind Our Updated S&P 500 Forecasts
6:49 Mar 17, 2025
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