About this episode

The episode discusses the findings of the April 2026 Global Analyst Survey, highlighting a generally constructive outlook despite ongoing war concerns.

The big things you need to know: First, our analysts were generally constructive aside from the war. Second, our survey results reiterate the idea that the US is seen as a safety trade due to greater war resiliency, and that Europe does not necessarily present as a better alternative despite the potential for the US to lag if/when war fog clears. Third, we review the most interesting sector tidbits from the survey.

Topics covered

• global analyst survey
• US safety trade
• European market analysis
• war impact on markets
• sector insights

Keywords

• analyst survey
• US market
• Europe market
• war resiliency
• sector tidbits

Mentioned in this episode

Organizations: RBC Capital Markets

Places: US, Europe

More episodes of RBC's Markets in Motion

• Resilience With a Dose of Caution · April 27, 2026 · 7 min
• Climbing the Wall of Worry · April 20, 2026 · 7 min
• A Fragile, Foggy Bottom · April 13, 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

Explore listener stats, chart rankings, contacts and more on the RBC's Markets in Motion podcast page.