Welcome to RBC’s Markets in Motion podcast recorded August 7th, 2023. I’m Lori Calvasina, head of US equity strategy at RBC Capital Markets. Please listen to the end of this podcast for important disclaimers. Today in the podcast, an updated overview on our market call. Three big things you need to know: First, we’ve tweaked our S&P 500 EPS forecasts…
Golden Capital Portfolio continues to outperform the benchmark S&P 500 Return On Invested Capital year-to-date. In my most recent...
by Ian Shephardson of Pantheon MacroEconomic ADP and JOLTS are Unreliable Guides to Labor Market Trends The record of...
IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...
Some of the 21st century’s biggest breakthroughs are happening in health care, transforming the way we diagnose, treat and...
The fears of profound losses to the equity markets in the event that tariffs have been increased were overblown…...
We’ve often said at Finom Group, “When the market doesn’t produce the higher probability outcome.” And that probability is...
Since 2014, Bed Bath & Beyond has found itself in the precarious situation that has plagued many a brick...
It really feels like the markets have not traveled too low or too high since hitting their peaks in...
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