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the Bloomberg. It got real for Wall Street yesterday with

S&P 500 equities gapping lower off the back of several headlines

around the impeachment inquiry.

I want to bring in Lori Kavasina of RBC.

She heads up the Equity Strategy Division over there.

Lori, what changed for you yesterday

in the last 24 hours, if anything at all?

Well, look, I think, you know, talking to investors about what happened yesterday, I think there's still a state of disbelief.

You know, questions I was getting are, is this real, what will really change?

I think the street is still digesting this, but you did see a negative reaction in the market and

we thought that the stage was set for a pullback anyway before your end.

This is bringing some of the potential triggers for

that into focus.

Laura, the regressor forward is the earnings call for October. We spoke with BMPP Perry by yesterday.

They've got an exceptionally cautious view on equities and it centers

back to earnings what is your earning call at RBC and how does it fit into

owning equities today?

So we're at 165 for this year, 174 for next year.

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