A Fragile, Foggy Bottom
From RBC's Markets in Motion by RBC Capital Markets
April 13, 2026 · 7 min · Season 11 · Episode 3
About this episode
The episode discusses the S&P 500 price target and insights on upcoming reporting season and market expectations.
The big things you need to know: First, our 12-month S&P 500 price target remains 7,750, and we assume the index has put in a fragile, foggy bottom. Second, we run through our thoughts on what we’re hoping to learn more about in the upcoming reporting season. Third, other things that jump out include how 2026 EPS growth forecasts for most sectors have been frozen since the start of the war, and the decline in consumer expectations for stock market performance over the next 12 months.
Topics covered
- S&P 500
- EPS growth forecasts
- consumer expectations
- reporting season
- market performance
Keywords
- S&P 500
- price target
- EPS growth
- consumer expectations
- reporting season
Mentioned in this episode
Organizations: RBC Capital Markets
More episodes of RBC's Markets in Motion
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- From Rotation to Derisking · June 8, 2026 · 8 min
- Investment strategy through the ‘up crash’ and beyond · June 4, 2026 · 19 min
- Earnings Sentiment Broadens Out · June 1, 2026 · 5 min
- Everything in Moderation · May 27, 2026 · 9 min
- London Fog · May 18, 2026 · 6 min
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