Surveilling the vibes

Several categories of vibes appeared to be fading or getting dented to varying degrees, while political vibes have been strong. Listen now.

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By Lori Calvasina
Published February 24, 2025 | 1 min read

The big things you need to know: First, we found more evidence of weakening investor and consumer vibes in last week’s data updates, while getting a mostly positive data point on corporate vibes, and a flattening in political vibes. Second, the rotation of funds flows from US equities to bonds and European equities strengthened last week.

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Lori Calvasina
Lori Calvasina
Managing Director & Global Head of Equity Strategy, RBC Capital Markets

 

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