The View From The Trenches Looks Pretty Good - a podcast by Lori Calvasina

This week in the podcast, we discuss the results
of our June survey of RBC’s equity analysts. The big things you need to know:
(1) Outlooks for performance over the next 6-12 months remain constructive,
driven by optimistic views on fundamentals and cash deployment. (2) The results
a guide for the best ways to get exposure in three distinct parts of the US
equity market - Financials and Energy within Cyclicals, Information
Technology within Secular Growth, Health Care and Utilities within Classic
Defense. (3) The survey helps to set the stage for what we expect to be an
important earnings season, with roughly half of our analysts saying it is
unclear to what extent inflationary impacts are baked into company guidance
and/or consensus estimates.

Further episodes of RBC's Markets in Motion

Further podcasts by Lori Calvasina

Website of Lori Calvasina