Season 7 · Episode 16
Steady C-Suite Confidence, What’s Baked in, Flows Argue for Rotation
RBC's Markets in Motion · RBC Capital Markets
June 25, 20246m 22s
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Show Notes
Three big things you need to know: First, the Duke CFO survey highlights how C-Suite confidence has remained steady, with monetary policy and automation in focus. Second, our new valuation stress test suggests the S&P 500 has been baking in optimistic views on inflation, interest rates, and the Fed. Third, recent funds flow trends point to a lingering desire for a shift in market leadership.