The Earnings Impact of Tariffs
Earnings Outlook
We discuss the ongoing Q4 earnings season, with a focus on what impact tariffs are having on the overall earnings picture
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What Are the Tailwinds for Bank Stocks?
Earnings Outlook
We discuss bank earnings, the credit card announcement and the outlook for the industry and bank stocks.
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Can Strong Earnings Justify High Stock Valuations?
Earnings Outlook
With the 2025 Q4 earnings season about to begin, we discuss how critical the overall earnings picture is to the stock market.
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Will the Q3 Earnings Season Prove Positive for the Market?
Earnings Outlook
We discuss results from the big banks and evaluate what to expect from the coming quarterly reports.
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Do Stocks Have the Fuel Move Higher?
Earnings Outlook
We discuss whether the Q2 earnings season provides a fundamental rationale for the market’s recent gains.
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Is the Q2 Earnings Bar Set Too Low?
Earnings Outlook
We discuss the Q2 earnings season and whether expectations may have been too low.
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Making Sense of Earnings Estimates Revisions Trend
Earnings Outlook
While estimates have been under pressure in recent weeks due to the tariff uncertainty, they appear to be starting to stabilize.
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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.
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).