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RBC's Markets in Motion

RBC's Markets in Motion

Business

2Q21 Earnings Preview

2Q21 Earnings Preview

2021-07-12
Download Right click and do "save link as"

This week in the podcast, we

run through our thoughts on 2Q21 reporting season, which gets underway this

week. Three big things you need to know: (1) 2Q21 reporting season is off

to a good start, based on the stats of the early reporters. (2) An important

shift in earnings sentiment has occurred, with Cyclicals, Value, and Financials

weakening. (3) Our recent analyst and investor surveys suggest inflation

impacts will be one of the key issues to monitor.

view more

More Episodes

A Mildly Disappointing Reporting Season So Far, Election Thoughts
2024-10-28
Good Start for the Rotation Trade, Clogs in the Pipes, Election Muscle Memory
2024-10-21
3Q24 Earnings Preview
2024-10-14
September Analyst Survey Results, Changes To Our US Sector Views
2024-10-08
Economic Tailwinds Return, Boosting Small Caps
2024-10-07
Spotlight on the US Elections
2024-10-02
Thoughts On The S&P 500 Following The Fed, Plus A Few Other Updates
2024-09-23
Small Caps’ Good Day, US Election Policy Read Throughs
2024-09-16
Employment Uncertainty Growth, Election Uncertainty Persists
2024-09-09
Back to Reality
2024-09-04
Odds & Ends To End The Summer
2024-08-21
Pressure Release
2024-08-13
Monitoring Earnings, The Rotation Trade, and The Pullback
2024-07-30
Sentiment, Earnings, Rotation, and the US Election
2024-07-22
2Q24 Reporting Season Is A Key Test For The Rotation Trade
2024-07-16
Some of the Things We're Thinking About in US Equities as 2H24 Begins
2024-07-02
Steady C-Suite Confidence, What’s Baked in, Flows Argue for Rotation
2024-06-25
Gold – Some Caution Warranted
2024-06-21
Mega Cap Growth Surges, As Small Caps Sink
2024-06-17
Special Edition - A Conversation on Concentration, Retail, Energy & Utilities
2024-06-06
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