Lingering Confidence & Emerging Concerns
From RBC's Markets in Motion by RBC Capital Markets
March 16, 2026 · 7 min · Season 10 · Episode 25
About this episode
The episode discusses the decline in investor and consumer sentiment amid rising gas prices and geopolitical concerns, along with insights from RBC’s Financial Institutions conference.
The big things you need to know: First, in tandem with the 5% decline in the S&P 500, investor and consumer sentiment have slipped in recent updates as investors have digested the possibility of a longer conflict in Iran and consumers have started to notice higher gas prices. Second, we review our macro takeaways from RBC’s Financial Institutions conference, where we detected echoes of the lingering confidence and emerging concerns that are seen in the surveys we discuss.
Topics covered
- investor sentiment
- consumer sentiment
- financial institutions
- macro takeaways
- gas prices
- market decline
Keywords
- S&P 500
- investor sentiment
- consumer sentiment
- Iran conflict
- gas prices
- financial institutions
- market analysis
Mentioned in this episode
Organizations: RBC, S&P 500
Places: Iran
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- Earnings Sentiment Broadens Out · June 1, 2026 · 5 min
- Everything in Moderation · May 27, 2026 · 9 min
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