What will the Coming Retail Earnings Reports Show?
Earnings Outlook
We discuss what the coming Retail earnings reports will tell us about consumer spending trends
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Making Sense of the Early Q3 Earnings Results
Earnings Outlook
The run of Q3 results from the banks have broadly been positive in recent days. But before the banks started reporting results, we saw weak results from homebuilders Lennar (LEN) and KB Homes (KBH).
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Have Big Tech Stocks Lost Their Momentum?
Earnings Outlook
We discuss whether the market’s reaction to the recent Alphabet, Tesla and Microsoft results is indicative of sentiment shift.
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Taking Stock of the Retail Sector After the Q1 Earnings Season
Earnings Outlook
We discuss the key takeaways from the Q1 earnings reports from the Retail sector in recent days.
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Walmart Earnings & the State of the Consumer
Earnings Outlook
We discuss what Walmart’s blockbuster results tell us about the health of the consumer economy.
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Are Higher Interest Rates Weighing on Earnings Growth?
Earnings Outlook
With Tech earnings set to dominate earnings headlines in the days ahead, we discuss to what extent elevated interest rates are weighing on profitability.
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Handicapping the Earnings Outlook
Earnings Outlook
We discuss the evolving earnings picture in light of how the Q4 earnings season has unfolded.
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Earnings Season to Clarify the Macro Picture
Earnings Outlook
We discuss how the Q4 earnings season will add to our understanding of the evolving investment landscape in the New Year.
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Has the Profit Cycle Bottomed?
Earnings Outlook
We discuss how the overall earnings picture is shaping up after the Q3 results.
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Taking Stock of the Earnings Picture After the Early Releases
Earnings Outlook
We discuss how the overall earnings picture is shaping up after the early Q3 results.
info_outlineWith the bulk of the Q2 earnings season now behind us, we discuss the key trends emerging from this reporting cycle.