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RBC's Markets in Motion RBC's Markets in Motion RBC Capital Markets The ModGolf Podcast The ModGolf Podcast The ModGolf Podcast Tony Robbins Podcast Daily Tony Robbins Podcast Daily Tony Crypto News Today | 2 Min News | The Daily News Now! Crypto News Today | 2 Min News | The Daily News Now! The Daily News Now! Energy News Beat Podcast Energy News Beat Podcast Stuart Turley A Beginner's Guide to AI A Beginner's Guide to AI Dietmar Fischer CNBC's "Fast Money" CNBC's "Fast Money" CNBC Your Broker Admin Your Broker Admin Rob Cummings FinPod FinPod Corporate Finance Institute Focus with Paul W. Smith Focus with Paul W. Smith Cumulus Media Detroit Closing Market Report Closing Market Report Todd E. Gleason Ten Thousand Miles Ten Thousand Miles Vic Pepe Business News Today | 2 Min News | The Daily News Now! Business News Today | 2 Min News | The Daily News Now! The Daily News Now! Self Publishing School: How To Write A Book That Grows Your Impact, Income, And Business Self Publishing School: How To Write A Book That Grows Your Impact, Income, And Business Chandler Bolt, Founder of selfpublishing.com What the Flux What the Flux Flux Investopoly Investopoly Stuart Wemyss & Campbell Wallace This Morning With Gordon Deal This Morning With Gordon Deal Compass Media Networks The Site Shed | Systems, Strategy and Growth for Tradies and Contractors The Site Shed | Systems, Strategy and Growth for Tradies and Contractors Matt Jones - Helping Tradies Build Smarter, Scalable Businesses Baking it Down with Sugar Cookie Marketing 🍪 Baking it Down with Sugar Cookie Marketing 🍪 Heather and Corrie Miracle Business By Design Business By Design Stuart Wemyss & Mena Abraham The Edge of Work The Edge of Work Al Dea WTR Small-Cap Spotlight WTR Small-Cap Spotlight Water Tower Research Travel Trends with Dan Christian Travel Trends with Dan Christian Dan Christian Six Figure Health Coach w/ Dr Shaunna Six Figure Health Coach w/ Dr Shaunna Dr Shaunna Rebel Economics with Professor Steve Keen Rebel Economics with Professor Steve Keen Professor Steve Keen Achievers Therapy Achievers Therapy Kingsley Nwaekwe Construction Hot Takes Construction Hot Takes Ascent Consulting Build It To Sell It: Home Service Secrets with Lance Bachmann Build It To Sell It: Home Service Secrets with Lance Bachmann LB Capital, LLC Silicon Valley Impact Silicon Valley Impact Silicon Valley Impact How I AI How I AI Brooke Gramer The Good Builder Podcast The Good Builder Podcast The Good Builder Transformation Station Leadership Podcast Transformation Station Leadership Podcast Adrienne Benton Make Restaurants Profitable Make Restaurants Profitable Foodie Coaches Parkinson's Policy Podcast Parkinson's Policy Podcast Power Over Parkinson's and Together for Sharon Peter Pru | Option Sellers School Peter Pru | Option Sellers School Peter Pru NFRRS Magazines & Periodicals NFRRS Magazines & Periodicals Niagara Frontier Radio Reading Service Des Ondes Vocast Des Ondes Vocast Vocast
RBC's Markets in Motion

Business

RBC's Markets in Motion

RBC Capital Markets

June Survey Results Reveal Optimism, Not Euphoria, Heading Into 2H26

July 07, 2026 10:15am 5 min

The big things you need to know:First, across the globe our analysts are constructive on performance over the next 6-12 months and see attractive valuations in the industries they cover.Second, Europe and Canada captured...

Mid-Year Outlook Update

June 29, 2026 12:10pm 6 min

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...

Down the Valuation Rabbit Hole

June 15, 2026 12:15pm 6 min

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

June 10, 2026 10:21am 1 min

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

June 08, 2026 12:55pm 8 min

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

June 04, 2026 3:05pm 19 min

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

June 01, 2026 12:25pm 4 min

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

May 27, 2026 11:35am 8 min

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

May 18, 2026 12:00pm 6 min

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

May 11, 2026 1:15pm 22 min

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

May 08, 2026 1:05pm 5 min

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

May 04, 2026 1:50pm 6 min

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

April 27, 2026 3:05pm 7 min

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

April 24, 2026 8:10am 4 min

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

April 20, 2026 11:20am 7 min

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

April 13, 2026 2:35pm 7 min

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

March 30, 2026 1:35pm 8 min

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

March 22, 2026 11:35am 9 min

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

March 16, 2026 4:50pm 6 min

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

March 13, 2026 5:55pm 23 min

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...

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