Season 10 · Episode 13
What The US Equity Market Has Been Thankful For
RBC's Markets in Motion · RBC Capital Markets
December 8, 20257m 46s
Audio is streamed directly from the publisher (episodes.captivate.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
The big things you need to know:
- First, several things that US equity markets have been linked to (breadth, bitcoin, private market fears, Fed cut expectations, consumer sentiment) have gotten better in recent updates.
- Second, a few signals from our year-ahead outlook analysis have shifted over the past week.
- Third, there have been a few interesting twists and turns in positioning since Thanksgiving week in terms of sectors and factors.