Join Lori Calvasina as she shares insightful analysis and data-focused perspectives on the trends influencing U.S. equity markets in this engaging podcast series.
Sector Update - Survey Results, Flows, US Changes
S8 E17 • 6 mins • Jan 9, 2025
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Recent Episodes
Jan 9, 2025
Sector Update - Survey Results, Flows, US Changes
S8 E17 • 6 mins
Jan 6, 2025
EPS Revisions Fade, Sentiment Wanes, P/Es Contract, & Flows Fade as 2025 Begins
S8 E16 • 5 mins
Dec 24, 2024
Navigating markets in 2025: Whipsaws and fatter-tails call for tactical moves
S8 E15 • 25 mins
Dec 9, 2024
Positioning Takes a Tiny Hit, Mixed Shifts in Key Consensus Macro Assumptions
S8 E14 • 6 mins
Dec 4, 2024
Early Thoughts on the 2025 S&P 500 Sector Outlook
S8 E13 • 6 mins