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Conversations in the US

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Manage episode 511534443 series 2907053
Content provided by RBC Capital Markets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RBC Capital Markets or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The big things you need to know:

  • First, many of the US equity investors we met with last week were frustrated and wary.
  • Second, other things that jump out in our work include a speech by the USTR to the financial community in NYC last week, the recent fade in the broadening trade and Small Cap leadership, the continued easing in earnings sentiment, and expectations around the shutdown’s duration in betting markets.

  continue reading

202 episodes

Artwork
iconShare
 
Manage episode 511534443 series 2907053
Content provided by RBC Capital Markets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RBC Capital Markets or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The big things you need to know:

  • First, many of the US equity investors we met with last week were frustrated and wary.
  • Second, other things that jump out in our work include a speech by the USTR to the financial community in NYC last week, the recent fade in the broadening trade and Small Cap leadership, the continued easing in earnings sentiment, and expectations around the shutdown’s duration in betting markets.

  continue reading

202 episodes

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