Episode
Down the Valuation Rabbit Hole
- Podcast
- RBC's Markets in Motion
- Published
- Jun 15, 2026
- Duration seconds
- 395
- Processing state
not_requested- Canonical source
- https://www.rbccm.com/en/insights/markets-in-motion.page
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Summary
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.