RBC strategist remains cautiously optimistic on US equities, citing solid tech earnings growth and energy tailwinds. Expects a compromise on Iran, potentially leading to lower year-end inflation. Sees attractive opportunities in Asia tech, particularly memory chip companies, due to strong earnings growth and lower valuations. S&P 500 earnings estimates have seen upward revisions, driven by tech and energy.
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explicit
RUT
explicit
Metals
USD
RBC
6.0
Investment Bank $1200.00B
Jasmine Duan 7.0
Investment Bank $1200.00B
Jasmine Duan 7.0
4/27/2026 7:46:28 AM
ndx
Right now, we are still cautiously optimistic in US equities... the tech sector is coming up delivering very solid earnings growth... the earnings growth is still very solid for the US equities. That's why we are still maintaining an overweight position on the US equity market.
| 2/2/2026 7:09:57 PM | short term cautious down | 6 days later | -0.28% | +0.14% |
| 11/11/2025 2:03:07 PM | short term cautious down | 5 days later | -2.81% | +1.41% |
| 10/29/2025 1:35:56 PM | short term up | 5 days later | -1.16% | -1.16% |
| 10/15/2025 2:18:53 PM | short term cautious down | 5 days later | +1.91% | -0.95% |
| 9/30/2025 2:00:39 AM | short term up | 5 days later | +0.72% | +0.72% |
| 9/11/2025 2:15:18 AM | short term up | 5 days later | +0.55% | +0.55% |
| 9/2/2025 8:04:34 PM | short term down | 5 days later | +1.48% | -1.48% |
| 9/2/2025 8:04:34 PM | medium term cautious down | 20 days later | +4.98% | -2.49% |
wti
We still expect a compromise deal can be reached... if we are seeing a deal is being reached, we may see a few months of outright deflation. So inflation at the end of the year is likely to be lower than at the beginning of the year.
| 10/31/2025 2:33:08 PM | short term cautious down | 7 days later | -1.51% | +0.75% |
| 10/23/2025 10:52:12 PM | short term up | 5 days later | -1.66% | -1.66% |
| 10/10/2025 6:48:02 PM | short term cautious up | 5 days later | -3.41% | -1.70% |
| 10/3/2025 1:27:51 AM | short term cautious down | 6 days later | -3.44% | +1.72% |
