Season 5 · Episode 15
Debt Ceiling Drama Returns
RBC's Markets in Motion · RBC Capital Markets
May 3, 20237m 47s
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Show Notes
This week in the podcast, we’re focusing on the debt ceiling. Two big things you need to know: First, we see debt ceiling drama as a contributor to choppiness in US equity markets later this year, though we ultimately expect a deal. This was a hot topic in our meetings with UK investors last week. Second, we see Health Care as one of the most vulnerable sectors in the short term but would be buyers on weakness.