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.

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Lori Calvasina

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


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