Archive for category: Research Reports

RBC Capital’s chief market strategist Lori Calvasina: Welcome to RBC’s Markets in Motion podcast recording August 28th, 2023. I’m...

Well, it looks like I’ll be the only one at Finom Group working this weekend. Edward and the Support...

Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand...

The U.S. money supply is shrinking for the first time since 1949, as savings deposits decline and the Federal...

Capital Economics  We think the 10-year Treasury yield will end the year well below its current level. The sell-off in...

Keep it simple stunad! Permabears/doomsayers live in a world of predetermined, low probability, negative finality. Bulls/optimists get paid! You...

Price momentum is a key driver of sentiment, especially in a late cycle environment when uncertainty about the outcome...

August has proven itself to be a “Wall of Worry” and the point for which the former “good overbought”...

Question: “How do you perform well over time and never let the volatility deter you?” Answer: “Position long, hope...

The stock market rally off the washed-out lows of early last fall has run further and for longer than...

Welcome to RBC’s Markets in Motion podcast recorded August 7th, 2023. I’m Lori Calvasina, head of US equity strategy...

The consolidation phase is upon us. It is more recognizably taking place, and as usual, causing investors to doubt...

The month of October gets all the “love,” but since 1990, August has been the cruelest month for stocks....

Those who are unwilling to accept double-digit drawdowns are less likely to receive double-digit returns! Take your drawdown like...

Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...

“Experience is what you get when you don’t get what you want.” ~Howard Marks So if you missed the...

Offered below is the latest chart pack from RBC Capital’s chief technical strategist Robert Sluymer. In addition, please continue...

The most painful thing to watch with traders is the belief that markets have to prove something to THEM,...

It was a far less interesting week in the markets than the 2%+ decline in the Nasdaq, on Thursday,...

“While so many worry about trying to grab a few pennies in front of a steamroller… We could be...

As interest rates climb and inflation shows signs of cooling — where are stocks in the market cycle? Equities...

The table has turned. In 2022, the S&P 500 (SPX) and peer indices finished the first half of the...