The Earnings Impact of the New Tariff Regime
Earnings Outlook
We try to size up the impact of higher tariffs on S&P 500 earnings and what sectors are most exposed.
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Are Investors Too Focused on Company Fundamentals?
Earnings Outlook
We discuss whether market participants are missing the big picture in focusing too much on earnings releases
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Earnings Results & the Trump Administration
Earnings Outlook
We discuss the ongoing Q4 earnings season and whether earnings releases may take the back seat to the new administration’s daily announcements.
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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.
info_outlineThe 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).