logo
episode-header-image
Mar 13
23m 23s

Beyond the Headlines: Oil, Inflation and...

RBC Capital Markets
About this episode
tail spinning
Up next
Mar 9
A Bottom-Up Look At The Bear Case On Iran, US Valuations From Two Perspectives
The big things you need to know:First, we review the results of a survey we conducted of RBC’s equity analysts on the conflict in Iran, which helps explain the resilience we’ve seen in the S&P 500.Second, the valuation and sentiment barometers we’re tracking point to room for fur ... Show More
6m 55s
Mar 2
What We’re Watching on Iran & Stocks Generally
The big things you need to know:We run through five things we’re thinking about regarding recent developments in the Middle East from a stock market perspective.Then, we wrap up with a few things we’re watching in terms of general stats to help us know when the recent risk off mo ... Show More
6m 23s
Feb 23
What We’re Thinking About As Tariffs Move To A New Phase
The big things you need to know:First, the stock market is still experiencing a growth scare, in our view, where it is attempting to stabilize. We see more downside if recession is priced in.Second, we review how the process of resetting EPS expectations has begun, and run though ... Show More
5m 36s
Recommended Episodes
Mar 2025
Is the Correction Over Yet?
tail spinning
5m 33s
Oct 2024
Markets Spin Toward Cyclicals
tail spinning
4m 18s
Aug 2025
Why Stocks Get Ahead of the Fed
<p>Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S.&nbsp;Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.</p><p><br></p ... Show More
4m 10s
Apr 2025
What Should Investors Expect from Earnings Season?
<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how market volatility over the last month will affect equity markets as earnings season begins.</p><p><br></p><p>Read more&nbsp;<a href="https://www.morganstanley.com/ideas?cid=mg-SM_CORP-insights-17607" rel="noope ... Show More
3m 56s
Sep 2024
Markets Readying for a Rate Cut
tail spinning
4m 25s
Apr 2022
U.S. Stocks Rally on Strong Start to Earnings Season
The major U.S. equity indexes were all up more than 1% late in Monday’s regular trading session, with the tech-heavy Nasdaq Composite leading the way with a 1.85% gain. Stocks today seem to reflect a strong start to earnings reporting season. According to Bloomberg, 38 of the 48 ... Show More
39m 53s
Aug 2024
Sentiment leads the market; the Fed follows
The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time ... Show More
11m 58s
Sep 2024
Investors up bets on 50bps U.S. rate cut
<p>The greenback falls and the Dow hits a record high with investors increasingly betting on a 50bps interest rate cut from the Fed later this week. In Japan, the Nikkei is in the red as the yen strengthens past ¥140 /USD, while a CNBC survey shows a split over the timing of the ... Show More
25m 15s
Sep 2025
US equities slide as Nvidia-OpenAI deal raises questions
US equities struggled to keep up with the recent momentum yesterday, with the S&P 500 posting its worst day in three weeks, while the NASDAQ and the Magnificent 7 saw even larger declines. Questions around the Nvidia-OpenAI-deal weighed on segment. Over in Europe, there was much ... Show More
12m 46s
Sep 2025
JPMorgan Trading Desk Warns Fed Rate Cut Risks Tanking Stocks
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. US stocks have been on a tear, setting more than 20 all-time highs this year, but the Federal Reserve’s next move threatens to curb investors’ zeal, JPMorgan Chase & Co.’s trading desk warns. “This current bull ... Show More
38m 44s
Listen to millions of songs and podcasts on Anghami