RBC

Lori Calvasina, head of US equity strategies at RBC, examined US consumer resilience ahead of retail earnings. She noted that the resilience is starting to show cracks while explaining that she does not see any impediments to the buy America trade.

The article discusses how fresh volatility in U.S. stocks presents a 'valuation opportunity,' with RBC's Calvasina noting that equities typically face challenges during Federal Reserve transitions.

Russia and Ukraine exchanged the bodies of over 530 fallen soldiers, with Ukraine receiving 501 of its soldiers' remains and providing Russia with 31. The exchange was reported by Shamsail Saraliyev, a State Duma lawmaker, to RBC.

A Russian Army general was arrested on fraud charges. Major General Alexander Dembitsky led a recently created army corps within the Leningrad Military District.

Radhika Balakrishnan has been awarded an honorary fellowship by RBC in the UK. The recognition highlights her contributions, though specific details about the fellowship's purpose or criteria are not provided.

RBC was fined $4.25 million by the FCAC for failing to transfer credits from deactivated credit card accounts to new ones between 2001 and 2024, resulting in incorrect monthly statements.

Stonepeak secured $2.5 billion through a private bond issuance to refinance construction debt for its Louisiana LNG export terminal project in Calcasieu Parish. The firm acquired a 40% stake in the facility from Woodside Energy Group Ltd, with construction ongoing since 2022 and first LNG cargo expected in 2029. The project is projected to contribute 5% of global LNG production capacity by the 2030s.

Stocks face pressure amid growing enthusiasm for SpaceX's IPO, which has attracted institutional investors and sovereign wealth funds. A tame inflation report offers Wall Street some relief, while Middle East tensions and President Trump's warning to Iran weigh on market sentiment. Analysts from Morgan Stanley and RBC highlight a bullish outlook for equities.

Russia is allowing private firms to purchase anti-aircraft artillery systems, turrets, radar equipment, specialized vehicles, and electronic warfare systems to defend against drone attacks. The policy change was reported by RBC.

Oleg Savelyev, the Russian Deputy Defense Minister, has vacated his post due to a transfer to another position, according to sources cited by Kommersant and RBC. A Police Colonel General is reportedly replacing him.

RBC finds 30-year real yields to be looking interesting, indicating a potential shift in market trends. This development may have implications for investors and the overall economy. The statement suggests a notable change in the yield curve.

RBC's Calvasina states that a 5% yield would challenge US stock bulls, indicating a potential shift in market sentiment. This statement suggests that Calvasina believes high yields could negatively impact US stock market performance. The comment implies a cautious outlook for US stocks.

RBC's Calvasina states that US industrials are slightly overvalued. This assessment implies a cautious outlook on the sector. The statement may impact investment decisions.

RBC predicts earnings and a supportive economic backdrop will help stocks, leading to a new target for the S&P 500, which is nearly Wall Street's highest. This prediction suggests a positive outlook for the stock market. The S&P 500 target is expected to be achieved through various trades.