RBC's Markets in Motion

RBC's Markets in Motion

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‏الحلقات

What The US Equity Market Has Been Thankful For

The big things you need to know:First, several things that US equity markets have been linked to (breadth, bitcoin, private market fears, Fed cut expectations, consumer sentiment) have gotten better in recent updates.Second, a few signals from our year-ahead outlook analysis have ...  عرض المزيد

Our Year-Ahead US Equity Market Outlook

The big things you need to know:First, our 12-month-forward price target for the S&P 500 is 7,750, approximately the median and average of five different models that we use, which focus on sentiment, valuation, the appeal of stocks relative to bonds, the economic outlook, and mon ...  عرض المزيد

What We're Watching & What's Working

The big things you need to know:

<ul><li>First, with the S&P 500 having finally entered what we consider to be tier 1 / garden-variety-pullback territory on Thursday, we review what we’re watching to help us gauge if / when the pullback has run its course.</li><li>Secon ...  عرض المزيد

Thoughts on Earnings, Small Caps, and the Shutdown

The big things you need to know:

<ul><li>First, earnings sentiment staged a partial comeback last week as the rate of upward EPS estimate revisions for the S&P 500 moved up again slightly vs. the prior week but remained below its August high.</li><li>Second, we run thro ...  عرض المزيد

Latest Earnings Color, More Tricks Than Treats

The big things you need to know:First, the percent of S&P 500 companies beating consensus EPS forecasts remains well above 2Q25 levels despite slipping a little last week. Meanwhile, the rate of upward EPS estimate revisions improved slightly but remains well below the high of th ...  عرض المزيد