London Fog | RBC's Markets in Motion
00:00:03 | Episode Introduction & Speaker Details
- Speaker: Lori Calvacina, Head of US Equity Strategy at RBC Capital Markets.
- Podcast Series: RBC's Markets in Motion podcast.
- Recording Date: May 18, 2026.
- Core Agenda:
- Takeaways from an institutional investor marketing trip to London and Switzerland.
- Factor work tracking high price momentum outperformance and valuation expansion.
- Corporate earnings sentiment and the rate of upward EPS estimate revisions for the S&P 500 and Russell 2000 indices.
References
Disclaimer: Orignal content owned by or sourced from third parties. It does not represent the views of 'Nuggets' platform or it's team. AI is used extensively across this platform including for summaries. Accuracy is not guaranteed, there can be mistakes. Any info or content on this platform is not a financial, legal, or investment advice. Do your own research. Refer for complete disclosures:- Terms of Use · Full Disclaimer
Related nuggets
Jun 2, 2026
Investing in a Divergent Economy | 1 Jun 2026 | Notes on the Week Ahead | David Kelly | J.P.Morgan
In his report "Investing in a Divergent Economy," Chief Global Strategist David Kelly outlines how the U.S. economy is currently defined by significant, growing disparities that mask a stable "average" economic path. Dimensions of Economic…
Jun 2, 2026
Falling Yields Reinforce Equity Market Resilience | June 1, 2026 | Professor Siegel Weekly Commentary | WisdomTree
Professor Siegel maintains a constructive and optimistic outlook on the equity markets, highlighting their ongoing resilience. This positive backdrop is driven by a combination of easing Treasury yields, a recent dip in oil and gasoline pr…
Jun 2, 2026
RBI Needn’t Hike Rates; Must Nudge Capital Flows By Bearing Hedging Cos Of ECBs: Chetan Ahya | 2 Jun 2026 | CNBC-TV18
Host: Latha Venkatesh Guest: Chetan Ahya Chief Asia Economist, Morgan Stanley Event Date: June 2, 2026 Ahead of RBI Monetary Policy Announcement on June 5, 2026 1. The monetary policy & exchange rate debate Rate hike rejection: 00:01:07 ht…