
Our regular podcast from Lori Calvasina, Head of US Equity Strategy, that brings a fresh perspective and nuanced, data driven view on the forces shaping U.S. equity markets. Disclaimer: www.rbccm.com/en/policies-disclaimers.page
| Publishes | Weekly | Episodes | 200 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingNewsBusiness NewsBusiness | |||

The big things you need to know: First, solid commentary from the S&P 500 Financials that reported last week helped get 3Q25 reporting season off to a good start, though it was overshadowed by private credit concerns. Second, we reviewed stock market... more
The big things you need to know:
• First, earnings sentiment has been fading for the broader US equity market and is at a critical juncture for the biggest market cap names and Tech sector within the S&P 500.
• Second, macro signals were mixed from ... more
The big things you need to know:
• First, across all industries and regions, our analysts are constructive on performance over the next 6-12 months.
• Second, at the global sector level our analysts have the most positive performance outlooks for RE... more
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 ... more
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Lots of bearish outlooks while continually having to revise price targets upwards.
Awesome information
AI will read more smoothly than her! She doesn’t talk but can’t read it smoothly! We don’t even have enough time for CNBC podcasts! Who would listen to this garbage????
Essential insights from the folks working in FiDi.
The quality of this podcast is not good compared to similar offerings. And there are already good options with short market updates from Goldman Sachs and Morgan Stanley. Lori is just reading and her mic picks up too much breathing. It’s a bit distracting every time she takes a breath in between sentences.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #205 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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Focused on the nuances and dynamics of U.S. equity markets, insights are provided through data-driven analysis and expert commentary. The episodes typically cover topics such as equity market trends, investor sentiment, economic indicators, and the impact of geopolitical events on market conditions. Unique aspects include a blend of detailed economic analysis with practical implications for investors, making it particularly valuable for those looking for informed market guidance.
Listeners will find conversations about corporate earnings, tariff impacts, and sector performances. The presentation style is likely to be accessible yet thorough, catering to both experienced investors and those newer to market analysis. The regular inclusion of... more
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RBC's Markets in Motion launched 5 years ago and published 200 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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