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Our regular podcast from Lori Calvasina, Head of US Equity Strategy, that brings a fresh perspective and nuanced, data driven view on the forces shaping U.S. equity markets. Disclaimer: https://www.rbccm.com/en/policies-disclaimers.page
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These sermons are part of the teaching ministry of Christ The King Reformed Baptist Church in Utica, NY. More information about our church can be found at kingskirk.org.
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Want to stay on top of your finances? Our student banking podcasts fill you in on how to manage your financial life as a student.
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Join RBC Global Asset Management's experts in candid conversations about their teams, strategies and insights on current economic and investment trends. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives
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O RBC Blues leva a chama do blues pelas ondas da RBC 90,1 FM, todo domingo às 19h00 e logo depois aqui nas plataformas de streaming. Nosso legado é presentear você com a riqueza e a originalidade desse estilo musical inconfundível. Bem-vindo(a) ao RBC Blues! A RBC FM é a emissora mais tradicional de Goiás que você ouve pelas ondas do rádio na frequencia 90,1 e também pela internet. * Pesquisa, redação e produção: Ernesto Fleury * Arte e criação da marca RBC Blues: Ernesto Fleury * Seleção mu ...
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Send us a text Join us as we explore the vital role of repentance in the doctrine of salvation, starting with Psalm 32's profound message. We unravel how genuine repentance signifies a complete change of mind and orientation toward God. By examining key scriptures like Matthew 4:17 and Acts 2:38, we illustrate how repentance, as a divine gift, is e…
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Welcome to RBC’s Markets in Motion podcast, recorded September 9th, 2024. I’m Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. Please listen to the end of this podcast for important disclaimers. Three big things you need to know: First, Friday’s jobs report added to investors’ uncertainty regarding the labor market, but the data p…
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Two big things you need to know: First, as we return from the Labor Day holiday weekend in the US, we find that major challenges for US equities are still lurking. We remain confident in our 5,700 YE 2024 S&P 500 price target, but acknowledge the challenges that must be worked through. Second, other updates from our high frequency indicators keep u…
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Send us a text What if the depths of your sorrow could reveal the heights of your faith? In this powerful episode, we explore the profound emotional and spiritual dimensions of Psalm 42, delving into the psalmist's intense longing for God amidst profound sorrow and isolation. We journey back to the historical context, likely during David's time on …
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Send us a text What happens when you lift your eyes to God instead of being consumed by the chaos around you? In this spiritually enriching episode, we explore Psalm 123 and its profound message of turning our focus towards the Lord, who is enthroned in the heavens. Drawing from Hebrews 12:2-3, we discuss the transformative impact of looking to Jes…
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The big things you need to know: First, 2Q24 earnings season is ending up solid. With most reports in, we highlight a few of the most interesting charts in our deck on earnings right now. Second, other updates on our high frequency indicators were generally positive for US equities and mixed for the rotation trade. We end the summer of 2024 with in…
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Send us a text Is your heart in rebellion against God? Join us as we uncover the deep-seated defiance in humanity as depicted in Psalm 2, and reflect on how this ancient Scripture mirrors our own actions and attitudes. We begin by linking Psalm 1 and Psalm 2, revealing them as a continuous narrative that enriches our understanding of both. Drawing …
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Three big things you need to know: First, last week’s price action relieved some pressures on the stock market, but didn’t solve its major problems. Second, earnings remain solid with no major deterioration in corporate tone. Third, we’d be more selective with value-oriented defensive sectors going forward.…
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Send us a text Is integrity in modern society really on the decline? Today, we explore this question by drawing from the timeless wisdom of Psalm 101, examining how recent scandals in politics, business, and even the church underscore the urgent need for a revival of moral and ethical principles. Through these unfortunate examples, we confront the …
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Send us a text By reflecting on Asaph's journey in Psalm 77 and connecting it with other biblical passages, we bring to light God's unwavering love, mercy, and faithfulness. Discover how these divine attributes can transform your struggles into triumphs, as we encourage a renewed commitment to praise and exaltation, even when it's hard to find the …
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Send us a text Join us as Pastor Chad and his wife Emily and our Gifted Brother Justin and his wife Lauren discuss the historical, theological and logical underpinnings of the perceived biblical mandate for women to cover their head while in corporate worship.由Christ the King RBC
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Three big things you need to know: First, earnings season has been fine so far, and what we’ve read has kept us in the “tired goldilocks” camp. Second, we run through the latest updates for the indicators we’re monitoring in the rotation trade. We are mindful of headfakes, but think the trade may still have some room to run in the short term. We al…
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Send us a text In this thought-provoking episode, we discuss the importance of celebrating our uniqueness as a cornerstone of true unity. Using relatable analogies, we argue that efforts to create uniformity inevitably lead to further division, reflecting mankind's inherent sinful nature. We examine the Christian perspective on unity, emphasizing t…
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Four big things you need to know: First, investor sentiment has gotten as extreme as it did last August and this past March. Second, earnings season is off to a solid start, but we are still looking for some additional evidence in support of the idea that we’re seeing a durable leadership shift rather than a short-term rotation trade. Third, we’ve …
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Send us a text Sharing the gospel isn't just a suggestion—it's a call to obedience. You'll hear why salvation's ultimate aim is to glorify God, and how every act of evangelism contributes to this divine purpose. Hear insights from theologians John Piper and Stephen Lawson, as we explore the grand mission of Jesus—to glorify God by gathering worship…
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Two big things you need to know: First, we see 2Q24 reporting season as a key test for the rotation trade that attempted to start up again last week. Second, we remain worried about a pullback in the S&P 500 given the latest developments on our sentiment and positioning work, but timing seems a bit more complicated due to last week’s CPI print and …
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Send us a text What if the chaos in our lives is actually under control, guided by an omnipotent force? Join us as we explore Psalm 93. We'll uncover how God's eternal reign offers believers an unwavering assurance amidst the world's turmoil, and discuss how every aspect of life, from the mundane to the monumental, falls under His divine rule.…
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Send us a text Join us as we unpack the profound insights of Psalm 27, revealing its role as a blueprint for Christian living. By examining David's unwavering confidence in the Lord, his earnest petitions, and his steadfast faith, we uncover the critical lesson of placing God at the center of our lives. We'll draw compelling parallels between this …
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Three big things you need to know: First, we are lifting our YE 2024 S&P 500 price target to 5,700 from 5,300, which we would characterize as a nervous raise. Second, we think the risks of a short-term pullback in the S&P 500 are growing, similar to what occurred in April. Third, on positioning, we think it will be tough for the US equity market to…
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Send us a text What if every task, no matter how mundane, could be transformed by understanding Christ's authority in your life? Join us as we explore the profound implications of Christ's supremacy, starting with His Great Commission in Matthew 28. We'll uncover how Jesus' declaration of His ultimate authority formed the bedrock for the apostles, …
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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 linger…
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Send us a text From the depths of human sinfulness to the extraordinary gift of justification through Jesus, we explore humanity's inherent burden from Adam's sin and the misconception that good deeds can earn God's favor. With scriptural backing from Romans and Ephesians, we affirm that salvation is a gift of grace received through faith alone. Ou…
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RBC’s Markets in Motion is the weekly podcast from Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, highlighting her latest views on the US equity market. This week, we are excited to have Chris Louney, Commodity Strategist on RBC’s Global Commodity Strategy and MENA Research team, guest hosting this week’s episode while Lori is o…
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Three big things you need to know: First, the continued outperformance of mega cap Growth stocks has been logical, but still somewhat jarring to us. Second, Small Caps broke to clear new lows relative to Large Caps last week as risks piled up including a Fed that seems inclined to cut just once this year. We’d stay on the sidelines with Small Caps …
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Send us a text Have modern churches forgotten the raw truth about humanity's nature? Join us as we confront the unsettling trend of overstating the inherent goodness of mankind, which in turn, dilutes the profound impact of Christ's sacrifice on the cross. We kick off with a reading from Psalm 14, diving into the Reformed and Calvinist understandin…
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Special Edition: This is a special edition of RBC’s Markets in Motion podcast, recorded on June 4th, 2024, from the RBC Capital Markets 2024 Global Energy, Power & Infrastructure Conference (EPIC). Lori is joined by two of her road warrior colleagues, Ben Fisher (Midwest Equity Sales, specializes in macro) and Amy Wu Silverman (RBC’s Equity Derivat…
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Two big things you need to know: First, we highlight how and why old leadership in the US equity market has returned with a vengeance and run through our latest thoughts on what might get the rotation trade going again. Second, several of the gauges of investor sentiment and equity market risk that we track are keeping us neutral on stocks through …
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Send us a text What if the true essence of prayer has been lost in today’s fast-paced world? Join us as we dissect Psalm 5 and King David's morning devotion, challenging modern misconceptions about prayer. Together, we examine how David's practice of seeking God at the beginning and end of each day underscores the vital role of continual, sincere c…
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The big things you need to know: First, Small Caps are retesting their relative low vs. Large Caps once again, as Fed rate cut optimism has faded once again. We remain neutral Small vs. Large for now. Second, investor sentiment has almost returned to the highs in place to start the year (as well as the summer of 2023) on the AAII survey, reinforcin…
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Send us a text What if everything you thought about your faith could be a grand illusion? Join us this week as we unpack the critical distinction between merely professing faith and genuinely living it out. We kick off by examining Jesus' teachings in Matthew 7:21-29, where we contrast the wise and foolish builders, drawing on AW Pink's insights to…
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The big things you need to know: Three big things you need to know: First, Tech has bounced back on performance and earnings revisions but valuations remain a problem. Second, valuations more broadly have started to look less appealing. Third, other updates in our high frequency indicators highlight how pendulums have swung on a few different front…
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Send us a text Have you ever felt the unsettling doubt that something preached from the pulpit didn't quite align with the truth of Scripture? Our latest episode grapples with the dangerous reality of false prophets in our midst, providing a guiding light through the confusion. Our Pastor takes you through the treacherous waters of discerning truth…
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The big things you need to know: First, reporting season has ended up looking just fine on the stats, with one twist at the end. Second, we update our rundown of key themes on earnings calls. Third, net bulls on the AAII survey bounced back last week as 10-year yields decoupled from their 2023 spike, hopes for Fed cuts returned, and flows to US equ…
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Send us a text Embark on a profound journey through the Sermon on the Mount as we unravel the metaphor of the two gates, symbolizing the life-altering choices that shape our spiritual destiny. The narrow path stands as a testament to the rigorous pursuit of righteousness, while the wide path offers a cautionary tale of ease leading to ruin. Our exp…
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The big things you need to know: Three big things you need to know: First, after a weak start to 1Q24 reporting season, it has settled into a groove on the stats. Second, we review our thoughts on key themes on company earnings calls so far. Third, we highlight what’s jumping out on our high frequency indicators. This includes our main sentiment in…
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Send us a text Have you ever pondered the true depth of love and unity within a church family? As we navigate through the beautiful complexities of Christian love, our latest episode takes a heartfelt look at the commandment of love. Drawing wisdom from Matthew 7:7-12 and the epistles of Paul, we share our anguish over the scarcity of such bonds in…
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Send us a text Have you ever found yourself caught between the urge to correct someone and the pull to show compassion? This episode is your guide through that tightrope walk as we dissect Jesus' teachings from Matthew 7:1-6. Taking cues from the passage, we break down the fine line between judgment and discernment, probing why it's essential to ad…
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The big things you need to know: First, we’ve just completed our quarterly survey of RBC’s equity analysts around the globe and found that optimism on performance persists for most sectors and coverage regions, despite the challenges associated with higher interest rates. Second, with a fresh set of survey results in hand we are making three change…
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Send us a text This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church pl…
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The big things you need to know: First, investor sentiment has taken a bit of a hit, but it’s too early to say the pullback is over. Second, while we continue to expect the pullback to bottom out in the 5-10% range vs. recent highs, we’ve taken a look at S&P 500 performance around recent wars to gauge potential downside risks if we are wrong in tha…
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The big things you need to know: First, geopolitical concerns are spiking at a time when stocks already seemed due for a pullback. Second, the rotation trade has just gotten a lot more complicated. Third, companies have been keeping expectations low on earnings. Fourth, our valuation modeling suggests some modest downside risk to the stock market i…
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Send us a text This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church pl…
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Send us a text Have you ever found yourself quoting "judge not, that you be not judged" while feeling a twinge of uncertainty about its true meaning? Prepare to have your understanding deepened as we scrutinize one of the Bible's most quoted yet misunderstood teachings in Matthew 7:1-6. We strip away the common misinterpretations, revealing a call …
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Two big things you need to know: First, the Energy sector still looks attractive to us, even after its big move in March, and we remain overweight. Second, Trump has lost some momentum in swing state polling, challenging a key assumption of many non-US investors.由RBC Capital Markets
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Send us a text This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church pl…
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Send us a text This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church pl…
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Three big things you need to know today: First, we lift our YE 2024 S&P 500 price target to 5,300 (from 5,150). The most constructive model in our tool kit indicates upside to ~5,400, which represents our bull case if our base case is too conservative. Second, we continue to see some conflicting cross currents for stocks. Among the five models that…
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Two big things you need to know today: First, our work on the R2000 relative to the S&P 600 (sparked by Small Cap PM concerns about low quality) adds to our belief that the US came close to recession in 2022. Second, CFTC buyside positioning in US equity futures rebounded last week ahead of the Fed, highlighting increased risk of a melt-up in the b…
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Three big things you need to know: First, Energy has been a top S&P 500 sector since January. We like its attractive valuations, improving funds flows, and role as an inflation hedge in our overweights. Second, Large Caps are starting to look a little better than Small Caps on a few of the earnings-related metrics that we track, suggesting to us th…
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Send us a text This message is part of the teaching ministry of Christ the King Reformed Baptist Church in Utica, NY. We are a new church plant with a desire to reach the unreached people of the Mohawk Valley with the life saving gospel of our Lord Jesus Christ. If you would like to partner with us or would like to find out more about our church pl…
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