RBC's Markets in Motion

Confidence That Companies Will Continue to Manage Through


Listen Later

This week in the podcast, we run through the results of our quarterly RBC US equity analyst survey, which we conducted in late December 2021. The big things you need to know: First, our analysts’ outlooks for performance over the next 6–12 months remain optimistic, boosted by constructive views on fundamentals, valuations, cash deployment, and margins. Second, across all questions, our analysts tilt positive on Energy, Financials, Materials, and Information Technology, along with Utilities and Health Care. Third, key issues in focus for our analysts are demand, COVID, inflation, regulation, labor, supply chains, and pricing power. What jumped out the most on hot topics is that our analysts generally see their companies as able to manage through the major challenges ahead, including Omicron.

...more
View all episodesView all episodes
Download on the App Store

RBC's Markets in MotionBy RBC Capital Markets

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

38 ratings


More shows like RBC's Markets in Motion

View all
Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,199 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Insights Now

94 Listeners

Exchanges by Goldman Sachs

Exchanges

991 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

938 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

181 Listeners

Making Sense by J.P. Morgan

Making Sense

58 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,049 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,267 Listeners

RenMac by Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac

73 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

415 Listeners

Barron's Live by Barron's Live

Barron's Live

195 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

795 Listeners

Pathfinders in Biopharma by RBC Capital Markets

Pathfinders in Biopharma

12 Listeners

Industries in Motion by RBC Capital Markets

Industries in Motion

10 Listeners

Powering Sustainable Ideas by RBC Capital Markets

Powering Sustainable Ideas

0 Listeners

Closing Bell by CNBC

Closing Bell

161 Listeners

Macro Minutes by RBC Capital Markets

Macro Minutes

3 Listeners

Strategic Alternatives by RBC Capital Markets

Strategic Alternatives

18 Listeners

The Markets by Goldman Sachs

The Markets

70 Listeners