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Jan 14
9m 10s

Earnings Season Offers US Equity Investo...

RBC Capital Markets
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Jan 23
A Sleepy Start to Earnings, Small Cap P/Es Surge
The big things you need to know:First, the various earnings stats we track point to a sleepy start to reporting season, suggesting to us that geopolitics hasn’t been the only thing contributing to the US equity market’s recent gyrations. These stats also highlight how the mega ca ... Show More
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Jan 5
The Calendar Turns
The big things you need to know: First, after updating our models for end of year, we are reiterating our 7,750 12-month S&P 500 price target, noting that the signal from our sentiment model deteriorated since our last update in early December while the signal from our GDP model ... Show More
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Dec 22
Our Year Ahead US Sector Outlook – Seeking Out Value
The big things you need to know:First, we are upgrading S&P 500 Health Care to overweight from market weight.Second, we are upgrading S&P 500 Communication Services to overweight from market weight.Third, our other S&P 500 recommendations are unchanged. We remain overweight Finan ... Show More
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