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

• Resilience With a Dose of Caution · April 27, 2026 · 7 min
• April 2026 Global Analyst Survey Results - Constructive, Aside From The War · April 24, 2026 · 4 min
• Climbing the Wall of Worry · April 20, 2026 · 7 min
• Thinking Through Tier 2 · March 30, 2026 · 8 min
• This Might Take A Minute · March 22, 2026 · 10 min
• Lingering Confidence & Emerging Concerns · March 16, 2026 · 7 min

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