Dissecting The Slightly Less Optimistic Mood of the Market - a podcast by Lori Calvasina

In this edition, Lori reviews the results of her latest US equity investor survey. The big thing you need to know: The mood of the market is slightly less optimistic than our December survey. Slightly better valuation assessments and improved outlooks for EPS and the US economy are a big part of the reason why investors remain optimistic. The reasons why investors reined in their enthusiasm a bit include concerns about the timeline for the return to normality, the new COVID variants, the stronger dollar, inflation, fiscal policy, and the Fed.

Further episodes of RBC's Markets in Motion

Further podcasts by Lori Calvasina

Website of Lori Calvasina