Season 6 · Episode 25
Sentiment Slips, GDP Views Continue To Improve, Biden’s Wish List
RBC's Markets in Motion · RBC Capital Markets
March 12, 20245m 52s
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Show Notes
Three big things you need to know: First, one of our key sentiment indicators has started to retreat after hitting extreme levels, which has coincided with a stealth rotation in leadership. Second, we’re starting to see a more broad-based improvement in US GDP expectations, which we see as supportive of continued rotation in stock market leadership. Third, Biden put out his wish list in Thursday’s State of the Union, giving equity investors a taste of his goals in a potential 2nd term.