2Q21 Earnings Preview

By Lori Calvasina
Published July 26, 2021 | 5 min listen

This week in the podcast, we run through our thoughts on 2Q21 reporting season, which gets underway this week. Three big things you need to know: (1) 2Q21 reporting season is off to a good start, based on the stats of the early reporters. (2) An important shift in earnings sentiment has occurred, with Cyclicals, Value, and Financials weakening. (3) Our recent analyst and investor surveys suggest inflation impacts will be one of the key issues to monitor.


Lori Calvasina

Lori Calvasina
Managing Director & Head of U.S. Equity Strategy, RBC Capital Markets


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