# big things need (audio feeds) — RSS Amplifier Recent posts from the 1 feeds in the RSS Amplifier directory that cover big things need. Page: Feed: --- ## [The Lowdown From Down Under](https://www.rbccm.com/en/insights/markets-in-motion.page) _2026-08-12 · RBC's Markets in Motion_ The big things you need to know: First, takeaways from last week’s meetings with Australia-based investors, in which our conversations focused on inflation / interest rates / the Fed, the US midterm elections, and the rotation trade. Second, key big-picture themes in last week’s S&P 500 earnings calls included a cautiously optimistic tone among companies, consumer descriptions that seemed a little… [Listen](https://episodes.captivate.fm/episode/4d0d0f6f-73b7-4196-a48e-9dbd1a65b919.mp3) ## [Valuation Opportunities Unlocking, Fed Transitions Can Be Tough For Stocks](https://www.rbccm.com/en/insights/markets-in-motion.page) _2026-07-31 · RBC's Markets in Motion_ The big things you need to know: First, valuation opportunity is opening up in the US equity market from a variety of perspectives. Second, in the aftermath of Wednesday’s Fed meeting, we highlight how the stock market tends to experience choppy performance in the first few months under a new Fed Chair. Third, other things that jump out in our updates this week include the return of high EPS… [Listen](https://episodes.captivate.fm/episode/81a80424-883b-45bd-bcf1-3df9286348b5.mp3) ## [Muddy Waters](https://www.rbccm.com/en/insights/markets-in-motion.page) _2026-07-27 · RBC's Markets in Motion_ The big things you need to know: First, the stats for 2Q26 reporting season have continued to come in mixed, arguing for selectivity rather than a leadership rotation, in our view. Second, last week’s earnings commentary from S&P 500 companies reiterated the themes of resiliency and AI tailwinds, but didn’t give us much insight on how to think about recent war developments. Third, we review how… [Listen](https://episodes.captivate.fm/episode/4d811dfd-11f0-4838-b318-a6bd2fbf0fb4.mp3) ## [Mixed EPS Stats, Cautiously Optimistic Commentary](https://www.rbccm.com/en/insights/markets-in-motion.page) _2026-07-21 · RBC's Markets in Motion_ The big things you need to know: The big things you need to know: First, the early stats from 2Q26 reporting season look a little mixed as reporting season kicks into high gear. Second, early earnings commentary from the companies that reported over the past week highlights a cautiously optimistic tone, consumer resiliency, and complicated AI impacts. Third, other things that jumped out in our… [Listen](https://episodes.captivate.fm/episode/64b3be12-50b0-402d-b193-1293299db5aa.mp3) ## [S&P 500 Sector Recommendation Shuffle](https://www.rbccm.com/en/insights/markets-in-motion.page) _2026-07-13 · RBC's Markets in Motion_ The big things you need to know: First, we are making several changes to our S&P 500 sector views with upgrades to Tech to overweight and Consumer Discretionary to market weight, alongside downgrades of Communication Services to market weight and Utilities to underweight. Second, the expected growth rate for 2Q26 S&P 500 EPS has continued to drift up ahead of reporting season, but trends in beat… [Listen](https://episodes.captivate.fm/episode/91d98f1b-707e-47e8-84cc-24c68e3e1d6b.mp3) ## [June Survey Results Reveal Optimism, Not Euphoria, Heading Into 2H26](https://www.rbccm.com/en/insights/markets-in-motion.page) _2026-07-07 · RBC's Markets in Motion_ The big things you need to know: First, across the globe our analysts are constructive on performance over the next 6-12 months and see attractive valuations in the industries they cover. Second, Europe and Canada captured the most optimistic performance outlooks among our four coverage regions, but the US was not far behind. Third, our Canadian and US analysts expressed a favorable view of their… [Listen](https://episodes.captivate.fm/episode/9a47ada0-3d24-4000-ad38-59dc1ce666a3.mp3) ## [Mid-Year Outlook Update](https://www.rbccm.com/en/insights/markets-in-motion.page) _2026-06-29 · RBC's Markets in Motion_ The big things you need to know: First, we are lifting our 12-month S&P 500 price target to 8,150 from 7,900. We also think the recent outperformance of non-US developed markets and value could last a bit longer but ultimately expect equity market leadership to return to the US and big cap growth after the recent valuation problem is resolved. Second, we run through our thoughts on the upcoming… [Listen](https://episodes.captivate.fm/episode/e7919b83-2b92-49da-855a-65eb55e0687c.mp3) ## [Down the Valuation Rabbit Hole](https://www.rbccm.com/en/insights/markets-in-motion.page) _2026-06-15 · RBC's Markets in Motion_ Two big things you need to know: First, forward P/Es have generally been de-frothed, but haven’t looked deeply compelling for the major US indices. Second, the valuation case for the broadening trade still has some room (Small Caps, certain cyclical sectors, non-US developed market equities), but requires close monitoring. [Listen](https://episodes.captivate.fm/episode/be140a2f-4143-4408-8eff-b30c61d8cda6.mp3) ## [The Time is Now – We Need Your Help](https://www.rbccm.com/en/insights/markets-in-motion.page) _2026-06-10 · RBC's Markets in Motion_ It’s been a year, and it’s only June. We built a framework to help investors navigate the fear and stuck with our constructive longer-term view. If you’ve found our research, and this podcast, helpful, we’d appreciate your vote in the Extel (formerly II) All America Research survey. Voting is open and closes this Friday, June 12th – please cast your vote now. Here is a one-minute video explaining… [Listen](https://episodes.captivate.fm/episode/5fd79395-96a3-4e17-aa0f-5da8d8b3d20f.mp3) ## [100,000 Bonus Points Await You (Sponsored)](https://crawlproof.com/a/JStgx4tJJDZD) _2026-06-10 · **Sponsored**_ Earn 100,000 bonus points after spending $5,000 in the first 3 months. ## [From Rotation to Derisking](https://www.rbccm.com/en/insights/markets-in-motion.page) _2026-06-08 · RBC's Markets in Motion_ The big things you need to know: First, lingering concerns about interest rates and the Fed flared up on Friday after a surprisingly strong NFP report. We run through our thoughts on why this hit the Nasdaq so hard and note that risk of a tier 1 / garden variety pullback (5-10% from peak) has risen in the near term. Second, other things that jump out include the recent drop in bitcoin, which… [Listen](https://episodes.captivate.fm/episode/4262700e-f422-43d1-a214-d02a34191735.mp3)