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Right Back Where We Started From

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Manage episode 419413600 series 2907053
Content provided by RBC Capital Markets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RBC Capital Markets or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 fronts (namely investor sentiment, election stats, and funds flows).

  continue reading

171 episodes

Artwork
iconShare
 
Manage episode 419413600 series 2907053
Content provided by RBC Capital Markets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RBC Capital Markets or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 fronts (namely investor sentiment, election stats, and funds flows).

  continue reading

171 episodes

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