Lori Calvasina | Source | Head of US Equity Strategy at RBC Capital Markets
Lori Calvasina
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"In other words, growth stocks tend to outperform when growth is scarce, but value tends to outperform when it is plentiful. The good news for the value trade is that current consensus forecasts expect GDP to remain above trend through the end of 2022. The thing to monitor is whether that changes." - Yahoo Finance (03.26.21)
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"Those describing themselves as bullish or very bullish rose in our latest survey, from 42% in June to 50% in September,” wrote RBC Capital Markets Chief U.S. Equity Strategist Lori Calvasina in a note. -- The Street
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"Financials and industrials are the two that tend to trade most in sync with the ISM cycle. So those are your two pillars of cyclicality. That doesn't mean that relationship will always be there, but if you want cyclicality without going a broad-based value trade, you can do it through the industrial sector," Business Insider (08.06.20)
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'I don't buy into the stagflation narrative:' strategist
RBC Capital Markets Head of U.S. Equity Strategy Lori Calvasina joins Yahoo Finance to discuss her opposition to the stagflation talk, predictions for the S&P 500's price target next year, and the future of supply chain pressures.
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RBC's Lori Calvasina discusses the impact of retail frenzy on hedge funds
Lori Calvasina, head of U.S. equity strategy at RBC, joins 'Closing Bell' to discuss whether there may be too much exuberance in markets after the retail frenzy that drove up stocks such as GameStop and AMC.
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RBC's Lori Calvasina says stocks could see major headwinds this fall
RBC's Lori Calvasina on market headwinds. With CNBC's Brian Sullivan and the Fast Money traders, Guy Adami, Tim Seymour, Bonawyn Eison and Dan Nathan.
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RBC Capital Markets
Head of US Equity Strategy
started Oct 2017