พอดคาสท์ Rbc ชั้นนำ (2024)

1
Navigating Turbulence with Divine Assurance - (Matthew Series) - Matthew 8:23-27 48:11

13d ago48:11

48:11

Send us a text Do you ever wonder why placing faith in Jesus Christ seems uniquely challenging compared to trusting in everyday things? Join us as we unravel this intriguing question through the lens of the biblical narrative of Jesus calming the storm on the Sea of Galilee. By reflecting on this story, we explore the powerful illustration of faith…

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What We've Been Talking About After The Election 6:13

1d ago6:13

6:13

Today in the podcast, we run through three things in focus in our conversations following the US election. First, we review the tailwinds for US equities that we’ve been highlighting from a Trump win, along with some of the headwinds to watch out for. Second, we highlight why we think Small Caps have at least a little bit more room to run and what …

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Higher Level Thoughts on the Outcome of the US Election 8:37

4d ago8:37

8:37

We’ve recorded this on the day of the US Presidential Election, and that’s what we're focusing on today. There are 7 big things you need to know: They focus on the set-up, the historical playbook, bottom-up policy implications per our analyst survey, our thoughts on positioning trades, one tailwind that will manifest regardless of what happens, tai…

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A Mildly Disappointing Reporting Season So Far, Election Thoughts 6:30

12d ago6:30

6:30

Three big things you need to know: First, the early S&P 500 stats are now pointing to a mildly disappointing 3Q24 reporting season so far. Second, a mixed backdrop, the need to wait a bit longer for interest rate relief, and the need to get through the election were key themes in last week’s earnings calls. Third, the US election has been in focus …

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Good Start for the Rotation Trade, Clogs in the Pipes, Election Muscle Memory 5:15

19d ago5:15

5:15

Three big things you need to know today: First, the early earnings stats are mixed for the broader market but promising for the rotation trade. Second, company commentary continues to suggest the plumbing of the economy is in good shape, with a few clogs. Third, our examination of index, sector and industry performance and trends in polling and bet…

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3Q24 Earnings Preview 5:25

26d ago5:25

5:25

The big things you need to know: First, we’ve done some housekeeping on our S&P 500 EPS estimates for 2024 and 2025, resulting in very modest changes. Second, we highlight the two things we’re paying the most attention to in reporting season – specifically, qualitative color from companies on hot macro topics and whether mega cap Growth can maintai…

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September Analyst Survey Results, Changes To Our US Sector Views 4:58

1M ago4:58

4:58

Two big things you need to know: First, globally our analysts are generally constructive on performance, valuations and interest rates, with Materials most in favor and Consumer Staples most out of favor across all of the questions we asked. Second, within the US we are reiterating our overweights on Financials and Materials, upgrading Health Care …

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Economic Tailwinds Return, Boosting Small Caps 3:31

1M ago3:31

3:31

The big thing you need to know: Small Caps got a boost from the better-than-expected jobs report on Friday, reinforcing our belief that a return of economic tailwinds is the catalyst they need to take valuation and positioning to the next level.โดย RBC Capital Markets

1
Spotlight on the US Elections 6:30

1M ago6:30

6:30

Three big things you need to know: First, our survey results, which are bottom-up in nature and driven by domestic policy views, imply that the event is relevant to US equity markets, but perhaps less so than some market participants may believe. For our US analysts, a Republican sweep was seen as the most bullish outcome, while a Democratic sweep …

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Thoughts On The S&P 500 Following The Fed, Plus A Few Other Updates 4:48

2M ago4:48

4:48

Two big things you need to know: First, valuations continue to look full for 2024 on the S&P 500, but our model argues for upside in 2025. Second, there’s a lot of little stuff to talk about right now. We run a few of the key updates on our high frequency indicators including those on the rotation trade, small caps, and the election.…

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Small Caps’ Good Day, US Election Policy Read Throughs 6:49

2M ago6:49

6:49

Two big things you need to know: First, a few things (besides renewed optimism over a 50 bps cut) went right for Small Caps last week. Second, we highlight our current, top-down US equity market read throughs from the domestic policy platforms of the Harris and Trump campaigns. The longer-term signal their platforms are sending is more interesting …

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Christ’s Sovereignty Over Disease - (Matthew Series) - Matthew 8:1-4 46:48

2M ago46:48

46:48

Send us a text The leper's approach to Jesus is nothing short of awe-inspiring. We dissect his reverence and humility, noting the significance of the Greek term "proskuneo," which denotes divine worship. This encounter is a powerful reminder of the honor and respect due to Jesus as the Son of God. We'll also touch on contemporary tendencies to appr…

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Employment Uncertainty Growth, Election Uncertainty Persists 8:28

2M ago8:28

8:28

Welcome to RBC’s Markets in Motion podcast, recorded September 9th, 2024. I’m Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. Please listen to the end of this podcast for important disclaimers. Three big things you need to know: First, Friday’s jobs report added to investors’ uncertainty regarding the labor market, but the data p…

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Summer in the Psalms- Understanding Repentance Through Scripture - Psalm 32 30:29

2M ago30:29

30:29

Send us a text Join us as we explore the vital role of repentance in the doctrine of salvation, starting with Psalm 32's profound message. We unravel how genuine repentance signifies a complete change of mind and orientation toward God. By examining key scriptures like Matthew 4:17 and Acts 2:38, we illustrate how repentance, as a divine gift, is e…

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Back to Reality 5:39

2M ago5:39

5:39

Two big things you need to know: First, as we return from the Labor Day holiday weekend in the US, we find that major challenges for US equities are still lurking. We remain confident in our 5,700 YE 2024 S&P 500 price target, but acknowledge the challenges that must be worked through. Second, other updates from our high frequency indicators keep u…

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Summer in the Psalms - Finding Hope in God Through Sorrow - Psalm 42 29:11

2M ago29:11

29:11

Send us a text What if the depths of your sorrow could reveal the heights of your faith? In this powerful episode, we explore the profound emotional and spiritual dimensions of Psalm 42, delving into the psalmist's intense longing for God amidst profound sorrow and isolation. We journey back to the historical context, likely during David's time on …

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Summer in the Psalms - Turning to God Amidst Life's Chaos - Psalm 123 41:22

3M ago41:22

41:22

Send us a text What happens when you lift your eyes to God instead of being consumed by the chaos around you? In this spiritually enriching episode, we explore Psalm 123 and its profound message of turning our focus towards the Lord, who is enthroned in the heavens. Drawing from Hebrews 12:2-3, we discuss the transformative impact of looking to Jes…

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Odds & Ends To End The Summer 4:32

3M ago4:32

4:32

The big things you need to know: First, 2Q24 earnings season is ending up solid. With most reports in, we highlight a few of the most interesting charts in our deck on earnings right now. Second, other updates on our high frequency indicators were generally positive for US equities and mixed for the rotation trade. We end the summer of 2024 with in…

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Summer in the Psalms - From Hostility to Harmony Through The Gospel - Psalm 2 35:11

3M ago35:11

35:11

Send us a text Is your heart in rebellion against God? Join us as we uncover the deep-seated defiance in humanity as depicted in Psalm 2, and reflect on how this ancient Scripture mirrors our own actions and attitudes. We begin by linking Psalm 1 and Psalm 2, revealing them as a continuous narrative that enriches our understanding of both. Drawing …

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Pressure Release 7:35

3M ago7:35

7:35

Three big things you need to know: First, last week’s price action relieved some pressures on the stock market, but didn’t solve its major problems. Second, earnings remain solid with no major deterioration in corporate tone. Third, we’d be more selective with value-oriented defensive sectors going forward.…

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Summer in the Psalms - Integrity - Psalm 101 48:28

3M ago48:28

48:28

Send us a text Is integrity in modern society really on the decline? Today, we explore this question by drawing from the timeless wisdom of Psalm 101, examining how recent scandals in politics, business, and even the church underscore the urgent need for a revival of moral and ethical principles. Through these unfortunate examples, we confront the …

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Summer in the Psalms - Emotional Resilience and Divine Guidance: Lessons from Psalm 77 37:48

3M ago37:48

37:48

Send us a text By reflecting on Asaph's journey in Psalm 77 and connecting it with other biblical passages, we bring to light God's unwavering love, mercy, and faithfulness. Discover how these divine attributes can transform your struggles into triumphs, as we encourage a renewed commitment to praise and exaltation, even when it's hard to find the …

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Head Coverings in Corporate Worship (A Panel Discussion) - 1 Corinthians 11:1-16 1:45:38

3M ago1:45:38

1:45:38

Send us a text Join us as Pastor Chad and his wife Emily and our Gifted Brother Justin and his wife Lauren discuss the historical, theological and logical underpinnings of the perceived biblical mandate for women to cover their head while in corporate worship.โดย Christ the King RBC

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Monitoring Earnings, The Rotation Trade, and The Pullback 8:09

3M ago8:09

8:09

Three big things you need to know: First, earnings season has been fine so far, and what we’ve read has kept us in the “tired goldilocks” camp. Second, we run through the latest updates for the indicators we’re monitoring in the rotation trade. We are mindful of headfakes, but think the trade may still have some room to run in the short term. We al…

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Summer in the Psalms - Unity vs Secular Uniformity - Insights from Psalm 133 40:49

3M ago40:49

40:49

Send us a text In this thought-provoking episode, we discuss the importance of celebrating our uniqueness as a cornerstone of true unity. Using relatable analogies, we argue that efforts to create uniformity inevitably lead to further division, reflecting mankind's inherent sinful nature. We examine the Christian perspective on unity, emphasizing t…

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Sentiment, Earnings, Rotation, and the US Election 5:30

4M ago5:30

5:30

Four big things you need to know: First, investor sentiment has gotten as extreme as it did last August and this past March. Second, earnings season is off to a solid start, but we are still looking for some additional evidence in support of the idea that we’re seeing a durable leadership shift rather than a short-term rotation trade. Third, we’ve …

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Summer In The Psalms - Psalm 117 (The Spiritual Duty of Evangelism) 41:53

4M ago41:53

41:53

Send us a text Sharing the gospel isn't just a suggestion—it's a call to obedience. You'll hear why salvation's ultimate aim is to glorify God, and how every act of evangelism contributes to this divine purpose. Hear insights from theologians John Piper and Stephen Lawson, as we explore the grand mission of Jesus—to glorify God by gathering worship…

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2Q24 Reporting Season Is A Key Test For The Rotation Trade 5:26

4M ago5:26

5:26

Two big things you need to know: First, we see 2Q24 reporting season as a key test for the rotation trade that attempted to start up again last week. Second, we remain worried about a pullback in the S&P 500 given the latest developments on our sentiment and positioning work, but timing seems a bit more complicated due to last week’s CPI print and …

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Summer in the Psalms - Psalm 93 (Unshakable Sovereignty Amidst Chaos) 43:32

4M ago43:32

43:32

Send us a text What if the chaos in our lives is actually under control, guided by an omnipotent force? Join us as we explore Psalm 93. We'll uncover how God's eternal reign offers believers an unwavering assurance amidst the world's turmoil, and discuss how every aspect of life, from the mundane to the monumental, falls under His divine rule.…

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Summer in the Psalms - Placing God at the Center: Insights from Psalm 27 31:32

4M ago31:32

31:32

Send us a text Join us as we unpack the profound insights of Psalm 27, revealing its role as a blueprint for Christian living. By examining David's unwavering confidence in the Lord, his earnest petitions, and his steadfast faith, we uncover the critical lesson of placing God at the center of our lives. We'll draw compelling parallels between this …

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Some of the Things We're Thinking About in US Equities as 2H24 Begins 8:10

4M ago8:10

8:10

Three big things you need to know: First, we are lifting our YE 2024 S&P 500 price target to 5,700 from 5,300, which we would characterize as a nervous raise. Second, we think the risks of a short-term pullback in the S&P 500 are growing, similar to what occurred in April. Third, on positioning, we think it will be tough for the US equity market to…

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Embracing Christ's Authority in Every Aspect of Life - Matthew 28 28:47

4M ago28:47

28:47

Send us a text What if every task, no matter how mundane, could be transformed by understanding Christ's authority in your life? Join us as we explore the profound implications of Christ's supremacy, starting with His Great Commission in Matthew 28. We'll uncover how Jesus' declaration of His ultimate authority formed the bedrock for the apostles, …

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Steady C-Suite Confidence, What’s Baked in, Flows Argue for Rotation 6:22

5M ago6:22

6:22

Three big things you need to know: First, the Duke CFO survey highlights how C-Suite confidence has remained steady, with monetary policy and automation in focus. Second, our new valuation stress test suggests the S&P 500 has been baking in optimistic views on inflation, interest rates, and the Fed. Third, recent funds flow trends point to a linger…

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Summer In The Psalms - Psalm 15 1:03:10

5M ago1:03:10

1:03:10

Send us a text From the depths of human sinfulness to the extraordinary gift of justification through Jesus, we explore humanity's inherent burden from Adam's sin and the misconception that good deeds can earn God's favor. With scriptural backing from Romans and Ephesians, we affirm that salvation is a gift of grace received through faith alone. Ou…

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Gold – Some Caution Warranted 8:02

5M ago8:02

8:02

RBC’s Markets in Motion is the weekly podcast from Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, highlighting her latest views on the US equity market. This week, we are excited to have Chris Louney, Commodity Strategist on RBC’s Global Commodity Strategy and MENA Research team, guest hosting this week’s episode while Lori is o…

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Mega Cap Growth Surges, As Small Caps Sink 6:47

5M ago6:47

6:47

Three big things you need to know: First, the continued outperformance of mega cap Growth stocks has been logical, but still somewhat jarring to us. Second, Small Caps broke to clear new lows relative to Large Caps last week as risks piled up including a Fed that seems inclined to cut just once this year. We’d stay on the sidelines with Small Caps …

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Summer In The Psalms - Psalm 14 40:49

5M ago40:49

40:49

Send us a text Have modern churches forgotten the raw truth about humanity's nature? Join us as we confront the unsettling trend of overstating the inherent goodness of mankind, which in turn, dilutes the profound impact of Christ's sacrifice on the cross. We kick off with a reading from Psalm 14, diving into the Reformed and Calvinist understandin…

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Special Edition - A Conversation on Concentration, Retail, Energy & Utilities 23:19

5M ago23:19

23:19

Special Edition: This is a special edition of RBC’s Markets in Motion podcast, recorded on June 4th, 2024, from the RBC Capital Markets 2024 Global Energy, Power & Infrastructure Conference (EPIC). Lori is joined by two of her road warrior colleagues, Ben Fisher (Midwest Equity Sales, specializes in macro) and Amy Wu Silverman (RBC’s Equity Derivat…

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Old Leadership Bounces Back With A Vengeance 6:19

5M ago6:19

6:19

Two big things you need to know: First, we highlight how and why old leadership in the US equity market has returned with a vengeance and run through our latest thoughts on what might get the rotation trade going again. Second, several of the gauges of investor sentiment and equity market risk that we track are keeping us neutral on stocks through …

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Summer in the Psalms - Psalm 5 (The Power of Prayer) 57:47

5M ago57:47

57:47

Send us a text What if the true essence of prayer has been lost in today’s fast-paced world? Join us as we dissect Psalm 5 and King David's morning devotion, challenging modern misconceptions about prayer. Together, we examine how David's practice of seeking God at the beginning and end of each day underscores the vital role of continual, sincere c…

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Stuck In Neutral For Now 5:59

5M ago5:59

5:59

The big things you need to know: First, Small Caps are retesting their relative low vs. Large Caps once again, as Fed rate cut optimism has faded once again. We remain neutral Small vs. Large for now. Second, investor sentiment has almost returned to the highs in place to start the year (as well as the summer of 2023) on the AAII survey, reinforcin…

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Embodied Faith vs. Empty Professions: A Call to Genuine Christianity - Matthew 7:21-29 46:30

6M ago46:30

46:30

Send us a text What if everything you thought about your faith could be a grand illusion? Join us this week as we unpack the critical distinction between merely professing faith and genuinely living it out. We kick off by examining Jesus' teachings in Matthew 7:21-29, where we contrast the wise and foolish builders, drawing on AW Pink's insights to…

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Right Back Where We Started From 6:03

6M ago6:03

6:03

The big things you need to know: Three big things you need to know: First, Tech has bounced back on performance and earnings revisions but valuations remain a problem. Second, valuations more broadly have started to look less appealing. Third, other updates in our high frequency indicators highlight how pendulums have swung on a few different front…

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Discerning Truth from Deception: The Real Test of Faith and False Prophets- Matthew 7:15-20 52:10

6M ago52:10

52:10

Send us a text Have you ever felt the unsettling doubt that something preached from the pulpit didn't quite align with the truth of Scripture? Our latest episode grapples with the dangerous reality of false prophets in our midst, providing a guiding light through the confusion. Our Pastor takes you through the treacherous waters of discerning truth…

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Earnings Ending Up Fine with a Twist, Bulls Bounce Back 5:44

6M ago5:44

5:44

The big things you need to know: First, reporting season has ended up looking just fine on the stats, with one twist at the end. Second, we update our rundown of key themes on earnings calls. Third, net bulls on the AAII survey bounced back last week as 10-year yields decoupled from their 2023 spike, hopes for Fed cuts returned, and flows to US equ…

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Journey Through the Narrow Gate: The Rigor of Righteous Living- Matthew 7:13-14 51:57

6M ago51:57

51:57

Send us a text Embark on a profound journey through the Sermon on the Mount as we unravel the metaphor of the two gates, symbolizing the life-altering choices that shape our spiritual destiny. The narrow path stands as a testament to the rigorous pursuit of righteousness, while the wide path offers a cautionary tale of ease leading to ruin. Our exp…

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Updates on Reporting Season, Sentiment, Small Caps 7:17

6M ago7:17

7:17

The big things you need to know: Three big things you need to know: First, after a weak start to 1Q24 reporting season, it has settled into a groove on the stats. Second, we review our thoughts on key themes on company earnings calls so far. Third, we highlight what’s jumping out on our high frequency indicators. This includes our main sentiment in…

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Fervent Love in Action Within the Church Community 44:17

6M ago44:17

44:17

Send us a text Have you ever pondered the true depth of love and unity within a church family? As we navigate through the beautiful complexities of Christian love, our latest episode takes a heartfelt look at the commandment of love. Drawing wisdom from Matthew 7:7-12 and the epistles of Paul, we share our anguish over the scarcity of such bonds in…

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Balancing Judgment and Compassion: Wisdom from Matthew 7:6 43:53

6M ago43:53

43:53

Send us a text Have you ever found yourself caught between the urge to correct someone and the pull to show compassion? This episode is your guide through that tightrope walk as we dissect Jesus' teachings from Matthew 7:1-6. Taking cues from the passage, we break down the fine line between judgment and discernment, probing why it's essential to ad…

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Analyst Survey Results Point To Optimism & Rotation, US Sector Call Changes 4:26

7M ago4:26

4:26

The big things you need to know: First, we’ve just completed our quarterly survey of RBC’s equity analysts around the globe and found that optimism on performance persists for most sectors and coverage regions, despite the challenges associated with higher interest rates. Second, with a fresh set of survey results in hand we are making three change…

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