The Four New Things We Learned In Week Three of 2Q21
By Lori Calvasina
Published August 2, 2021 | 6 min listen
This week in the podcast (1) Most of the major trends and themes for 2Q reporting season that we’ve been highlighting over the past few weeks remained intact. (2) We learned four new, important things last week on slowing growth rates, supply chains, labor, and COVID/mobility. (3) It’s not unusual for slowing growth rates to trip up the stock market temporarily following recessions. (4) The high frequency data we track suggest mobility trends remain constructive.
Lori Calvasina
Managing Director & Head of U.S. Equity Strategy, RBC Capital Markets
Lori Calvasina joined RBC Capital Markets as Head of U.S. Equity Strategy in 2017 as a Managing Director. Having spent nearly two decades as an equity strategist at major investment banks, Lori is an expert on the US stock market, and regularly represents RBC in the financial media on Bloomberg and CNBC. Prior to joining RBC, Lori was a senior equity strategist at Credit Suisse from 2010 to 2017, covering Small/Mid Cap Strategy from 2010-2014 and both Small/Mid Cap and US Equity Strategy from 2015-2017. She spent the first ten years of her career at Citi in a variety of roles including lead Small/Mid Cap Strategist from 2007-2010. In both 2008 and 2009 Lori was ranked #2 in the Small Companies category in the Institutional Investor All America Research team poll. Lori is a graduate of the University of Virginia and its selective Government & Foreign Affairs’ Honors Program. In 2019, she was named to Crains New York’s list of Notable Women in Finance.
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