{"podcast":{"title":"RBC's Markets in Motion","slug":"rbc-s-markets-in-motion-617578","podcast_index_feed_id":617578,"rss_url":"https://feeds.captivate.fm/rbcs-markets-in-motion/","website_url":"https://www.rbccm.com/en/insights/markets-in-motion.page","image_url":"https://artwork.captivate.fm/28ab7722-4814-4fbe-a2e8-8690e85b7811/UeA70CRVO3O_r9KS5AmNj-li.jpg","author":"RBC Capital Markets","episode_count":200,"summary":"Our regular podcast from Lori Calvasina, Head of US Equity Strategy, that brings a fresh perspective and nuanced, data driven view on the forces shaping U.S. equity markets. Disclaimer: https://www.rbccm.com/en/policies-disclaimers.page","last_synced_at":"2026-06-16T08:18:51.281592+00:00","page_url":"https://stenobird.com/podcast/rbc-s-markets-in-motion-617578"},"episode":{"title":"What The US Equity Market Has Been Thankful For","slug":"what-the-us-equity-market-has-been-thankful-for","published_at":"2025-12-08T11:00:00+00:00","page_url":"https://stenobird.com/podcast/rbc-s-markets-in-motion-617578/what-the-us-equity-market-has-been-thankful-for","show_page_url":"https://stenobird.com/podcast/rbc-s-markets-in-motion-617578","url":"https://www.rbccm.com/en/insights/markets-in-motion.page","audio_url":"https://episodes.captivate.fm/episode/5e4223ff-8472-4ad3-9052-471af6298b29.mp3","summary":"The big things you need to know: First, several things that US equity markets have been linked to (breadth, bitcoin, private market fears, Fed cut expectations, consumer sentiment) have gotten better in recent updates. Second, a few signals from our year-ahead outlook analysis have shifted over the past week. Third, there have been a few interesting twists and turns in positioning since Thanksgiving week in terms of sectors and factors.","meta_description":"The big things you need to know: First, several things that US equity markets have been linked to (breadth, bitcoin, private market fears, Fed cut expecta…","key_points":[],"chapters":[],"topics":[],"duration_seconds":466,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/rbc-s-markets-in-motion-617578/episodes/what-the-us-equity-market-has-been-thankful-for/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/rbc-s-markets-in-motion-617578/what-the-us-equity-market-has-been-thankful-for.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}