Steady C-Suite Confidence, What’s Baked in, Flows Argue for Rotation

In today's podcast, we discuss how the Duke CFO survey highlights how C-Suite confidence has remained steady, with monetary policy and automation in focus. Listen now.

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By Lori Calvasina
Published June 25, 2024 | 1 min read

Three big things you need to know: First, the Duke CFO survey highlights how C-Suite confidence has remained steady, with monetary policy and automation in focus. Second, our new valuation stress test suggests the S&P 500 has been baking in optimistic views on inflation, interest rates, and the Fed. Third, recent funds flow trends point to a lingering desire for a shift in market leadership.

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

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