May 18, 2026
London Fog
6 minutes
Podcast · Inglés
RBC's Markets in Motion
RBC Capital Markets
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: https://www.rbccm.com/en/policies-disclaimers.page
Episodes
Ordered by publication date.
May 11, 2026
Positivity Isn’t Always Naivete
22 minutes
May 8, 2026
Baking in a Two-Speed Economy & EPS Backdrop into Our S&P 500 Forecast
5 minutes
May 4, 2026
Taking The Stock Market’s Temperature, Takeaways from an Avalanche of Earnings
6 minutes
Apr 27, 2026
Resilience With a Dose of Caution
7 minutes
Apr 24, 2026
April 2026 Global Analyst Survey Results - Constructive, Aside From The War
4 minutes
Apr 20, 2026
Climbing the Wall of Worry
7 minutes
Apr 13, 2026
A Fragile, Foggy Bottom
7 minutes
Mar 30, 2026
Thinking Through Tier 2
8 minutes
Mar 22, 2026
This Might Take A Minute
9 minutes
Mar 16, 2026
Lingering Confidence & Emerging Concerns
6 minutes
Mar 13, 2026
Beyond the Headlines: Oil, Inflation and Market Risk
23 minutes
Mar 9, 2026
A Bottom-Up Look At The Bear Case On Iran, US Valuations From Two Perspectives
6 minutes
Mar 2, 2026
What We’re Watching on Iran & Stocks Generally
6 minutes
Feb 23, 2026
What We’re Thinking About As Tariffs Move To A New Phase
5 minutes
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