RBC's Markets in Motion

The Real Test is Coming Up

Fine, But Not Fabulous

Updating Our S&P 500 Price Target, Thoughts On Earnings, New Worries

Mid-Year Market Musings

Mid-Year 2025 Global Analyst Outlook Survey; US Sector Recommendation Changes

Recapping Our Biggest Call of the Year

Solid EPS Stats, Weak Corporate Vibes, Recapping Our Middle East Read Throughs

The Recent Escalation in the Middle East From a US Equity Lens

Improved 2026 EPS Outlooks, A Less Favorable Sentiment Set Up, Seasonal Trends

Messy Markets and Investor Pickles

Tweaking Our Target

Updating Our 2025 S&P 500 EPS & Valuation Models, The Market's Bad Mood

A Little Less Conversation About Tariffs

Drinking From A Firehose of Earnings

The Fog of Tariffs

Our Latest Thoughts on The Tiers of Fear, Earnings Season, and The Growth Trade

The Most Important Things We've Written About The Past Few Days

Crunch Time For The Consumer

The US Equity Market Exhales

Walking Through The Math Behind Our Updated S&P 500 Forecasts

Special Edition - A Conversation On The Equity Market Outlook

Drawdowns, Bear Case Stress Test, Vibes, Small Caps

Surveilling the Vibes

Treading Water

Uncertainty Dents Optimism

Solid Earnings Stats To Start

Early Earnings Takeaways, Vibes Vigilance, Show Me the Money FlowsSeason

Jobs Jumble, Our Questions for Companies in 4Q24 Reporting Season

Sector Update - Survey Results, Flows, US Changes

EPS Revisions Fade, Sentiment Wanes, P/Es Contract, & Flows Fade as 2025 Begins

Navigating markets in 2025: Whipsaws and fatter-tails call for tactical moves

Positioning Takes a Tiny Hit, Mixed Shifts in Key Consensus Macro Assumptions

Early Thoughts on the 2025 S&P 500 Sector Outlook

Some of the Biggest Things We're Thinking About Heading Into 2025

A Pullback May Have Started, Tariffs in Focus, Watching Financials Valuations

Earnings Wind Down, Stretched Positioning, Valuations With Less Room to Run

What We've Been Talking About After The Election

Higher Level Thoughts on the Outcome of the US Election

A Mildly Disappointing Reporting Season So Far, Election Thoughts

Good Start for the Rotation Trade, Clogs in the Pipes, Election Muscle Memory

3Q24 Earnings Preview

September Analyst Survey Results, Changes To Our US Sector Views

Economic Tailwinds Return, Boosting Small Caps

Spotlight on the US Elections

Thoughts On The S&P 500 Following The Fed, Plus A Few Other Updates

Small Caps’ Good Day, US Election Policy Read Throughs

Employment Uncertainty Growth, Election Uncertainty Persists

Back to Reality

Odds & Ends To End The Summer

Pressure Release