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Jul 28
3m 46s

The Real Test is Coming Up

RBC Capital Markets
About this episode

The big thing you need to know:

Our overall impression from 2Q25 reporting season is that companies are managing through tariffs fairly well so far, but it’s still too early to assume tariffs won’t generate inflation pressures. We run through four takeaways on what we learned in 2Q25 reporting season last week regarding the overall tone, the state of demand, the consumer, and the timing of tariff impacts.

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Yesterday
3Q25 RBC Analyst Outlook Survey Results
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 REITs, Materials and Financials.Third, ... Show More
4m 51s
Oct 6
Conversations in the US
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 recent fade in the broadening trade a ... Show More
7m 30s
Sep 29
Conversations in London
The big things you need to know:First, we review what clients were most interested in talking about on our trip to the UK last week, which included differences between US and UK investor sentiment, valuations, geographical funds flows, and sectors.Second, we recap the macro tidbi ... Show More
9m 44s
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