Debt Ceiling Drama Returns

By Lori Calvasina
Published May 3, 2023 | 7 min listen

This week in the podcast, we’re focusing on the debt ceiling. Two big things you need to know: First, we see debt ceiling drama as a contributor to choppiness in US equity markets later this year, though we ultimately expect a deal. This was a hot topic in our meetings with UK investors last week. Second, we see Health Care as one of the most vulnerable sectors in the short term but would be buyers on weakness.

Disclosures and Disclaimers

View audio transcript

Lori Calvasina

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

HealthcareLori CalvasinaMarkets in MotionU.S. Equity Market

Stay Informed

Get the latest insights from RBC Capital Markets delivered to your inbox.