Season 10 · Episode 25
Lingering Confidence & Emerging Concerns
RBC's Markets in Motion · RBC Capital Markets
March 16, 20266m 37s
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Show Notes
The big things you need to know:
- First, in tandem with the 5% decline in the S&P 500, investor and consumer sentiment have slipped in recent updates as investors have digested the possibility of a longer conflict in Iran and consumers have started to notice higher gas prices.
- Second, we review our macro takeaways from RBC’s Financial Institutions conference, where we detected echoes of the lingering confidence and emerging concerns that are seen in the surveys we discuss.