RBC's Markets in Motion

The US Equity Market Exhales


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The big things you need to know:

  • First, trends in investor vibes were mixed last week, both in our quant work as well as last week’s investor conversations.
  • Second, the median forward P/E for the S&P 500 has fallen sharply but remains well above average. We’ve also not yet seen significant adjustments to consensus EPS forecasts, which seems likely to keep confidence in P/E analysis low for now.
  • Third, Small Caps (which have seen a greater degree of valuation correction) have continued to outperform Large Caps.

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RBC's Markets in MotionBy RBC Capital Markets

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