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March 2026
We review our key takeaways from our review of March company commentary on the Middle East conflict on EPS calls and in...
War in the Middle East has shaken a market already jittery about software valuations. How will the risks play out?...
Sentiment has slipped as investors have digested the possibility of a longer conflict in Iran and consumers have...
Helima Croft, Lori Calvasina and Frances Donald examine how conflict in the Middle East could ripple through oil...
We review the results of a survey we conducted of RBC’s equity analysts on the conflict in Iran, which helps explain...
We run through five things we’re thinking about regarding recent developments in the Middle East from a stock market...
The sustainable finance market has recalibrated in the face of new global priorities.
February 2026
With electricity demand set to soar, clean energy valuations are riding high, but can that be sustained through 2026?
In this episode, we tackle last week’s tariff developments, SCOTUS striking down IEEPA tariffs, and Trump's new section...
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