Supply Chain Concerns Spark Deterioration In Investor & Earnings Sentiment - a podcast by Lori Calvasina

This week in the podcast, we tackle three topics: investor sentiment, earnings sentiment, and supply chains.
Three big things you need to know: (1) First, individual investor sentiment has fallen so hard recently, it may soon send a contrarian buy signal. (2) Second, earnings sentiment has started to deteriorate, led by Cyclicals, but Secular Growth has stayed resilient. (3) Third, we highlight what we’re watching on supply chains -- specifically, the rate of change in freight costs, global COVID trends, and regional Fed surveys -- where we are seeing some faint glimmers of hope.

Further episodes of RBC's Markets in Motion

Further podcasts by Lori Calvasina

Website of Lori Calvasina