Earnings Takeaways, Vibes Vigilance, Show Me the Money FlowsSeason

The initial batch of 4Q24 earnings call commentary, which is mostly from Financials, highlights the optimism and uncertainty in the current outlook for stocks.

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By Lori Calvasina
Published January 21, 2025 | 1 min read

The big things you need to know: First, the initial batch of 4Q24 earnings call commentary, which is mostly from Financials, highlights the optimism and uncertainty that are both embedded in the current outlook for stocks. Second, investor sentiment on the AAII survey continued to slip last week despite stabilization in the S&P 500 itself. Third, we continue to see some signs of mild rotation affecting US equity funds flows where we continue to see a loss of momentum. At the same time, we are seeing improvement in flows to bond funds, global equity funds, and several categories of non-US equity funds.

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

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