# Everything in Moderation Page: https://stenobird.com/podcast/rbc-s-markets-in-motion-617578/everything-in-moderation Text version: https://stenobird.com/podcast/rbc-s-markets-in-motion-617578/everything-in-moderation.md Podcast: [RBC's Markets in Motion](https://stenobird.com/podcast/rbc-s-markets-in-motion-617578) Published: 2026-05-27T16:35:00+00:00 Episode link: https://www.rbccm.com/en/insights/markets-in-motion.page Audio file: https://episodes.captivate.fm/episode/131c0416-0dd3-4b2e-841c-2a8bef463923.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/rbc-s-markets-in-motion-617578/episodes/everything-in-moderation Duration seconds: 514 ## Resource The big things you need to know: First, we think the recent pick up in 10-year yields raises the risk of a tier 1 (5-10%) pullback in the S&P 500 in the short-term, but does not alter our longer-term constructive view on the S&P 500. Second, it was business as usual at the RBC Health Care conference last week in terms of company commentary. Third, other things that jump out from our latest updates include a move up in the median NTM P/E for the biggest market cap names in the S&P 500 (which also adds to risk of a near-term pullback). ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/rbc-s-markets-in-motion-617578/episodes/everything-in-moderation/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/rbc-s-markets-in-motion-617578/everything-in-moderation.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.