The Four New Things We Learned In Week Three of 2Q21 Reporting Season - a podcast by Lori Calvasina

from 2021-08-02T10:30

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This week in the podcast
(1) Most of the major trends and themes for 2Q reporting season that we’ve been
highlighting over the past few weeks remained intact. (2) We learned four new,
important things last week on slowing growth rates, supply chains, labor, and
COVID/mobility. (3) It’s not unusual for slowing growth rates to trip up the
stock market temporarily following recessions. (4) The high-frequency data we
track suggest mobility trends remain constructive.

Further episodes of RBC's Markets in Motion

Further podcasts by Lori Calvasina

Website of Lori Calvasina