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Winding Down With No Regrets

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Manage episode 499389097 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 thing you need to know: First, with reporting season starting to wind down, Health Care and Tech stand out positively on a few of our earnings-related sector stats. Second, we recap what we read in last week’s S&P 500 earnings calls. The overall tone improved vs. the prior week, but we still detected plenty of uncertainty as reporting season winds down particularly on demand, the consumer, mitigation levers yet to be pulled, and capex. Third, we run through a few other things that jump out on our high frequency indicators including the surge in Growth stocks, waning investor sentiment, and the sharp US equity funds outflows seen in the latest EPFR data.

  continue reading

201 episodes

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Winding Down With No Regrets

RBC's Markets in Motion

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Manage episode 499389097 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 thing you need to know: First, with reporting season starting to wind down, Health Care and Tech stand out positively on a few of our earnings-related sector stats. Second, we recap what we read in last week’s S&P 500 earnings calls. The overall tone improved vs. the prior week, but we still detected plenty of uncertainty as reporting season winds down particularly on demand, the consumer, mitigation levers yet to be pulled, and capex. Third, we run through a few other things that jump out on our high frequency indicators including the surge in Growth stocks, waning investor sentiment, and the sharp US equity funds outflows seen in the latest EPFR data.

  continue reading

201 episodes

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