Dan Nathan hosts Lori Calvasina, Managing Director and Head of US Equity Strategy at RBC. They discuss market trends, economic indicators, and the impact of geopolitical events and tariffs on market performance. Lori shares her insights on equity targets, valuation concerns, and the influence of passive investing and institutional behavior. The conversation also covers the significant role of AI in corporate strategy, fluctuations in the 10-year yield, and investor reactions to recent market movements. Lori emphasizes the importance of adaptability and a data-driven approach in forecast and strategy amidst market uncertainties.

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