Season 8 · Episode 7
A Mildly Disappointing Reporting Season So Far, Election Thoughts
RBC's Markets in Motion · RBC Capital Markets
October 28, 20246m 30s
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Show Notes
Three big things you need to know: First, the early S&P 500 stats are now pointing to a mildly disappointing 3Q24 reporting season so far. Second, a mixed backdrop, the need to wait a bit longer for interest rate relief, and the need to get through the election were key themes in last week’s earnings calls. Third, the US election has been in focus in our recent meetings with US-based long-only investors, who we encourage to be ready for all outcomes.