Are Higher Interest Rates Weighing on Earnings Growth?With Tech earnings set to dominate earnings headlines in the days ahead, we discuss to what extent elevated interest rates are weighing on profitability. /episode/index/show/earningsoutlook/id/30937953
Handicapping the Earnings OutlookWe discuss the evolving earnings picture in light of how the Q4 earnings season has unfolded. /episode/index/show/earningsoutlook/id/29973898
Earnings Season to Clarify the Macro PictureWe discuss how the Q4 earnings season will add to our understanding of the evolving investment landscape in the New Year. /episode/index/show/earningsoutlook/id/29549263
Has the Profit Cycle Bottomed?We discuss how the overall earnings picture is shaping up after the Q3 results. /episode/index/show/earningsoutlook/id/28676623
Taking Stock of the Earnings Picture After the Early ReleasesWe discuss how the overall earnings picture is shaping up after the early Q3 results. /episode/index/show/earningsoutlook/id/28369931
Key Takeaways from the Q2 Earnings SeasonWe discuss whether profitability concerns have been over-done and what that means for the outlook. /episode/index/show/earningsoutlook/id/27842442
What Do the Q2 Earnings Reports Show?We discuss whether profitability concerns have been over-done and what that means for the outlook. /episode/index/show/earningsoutlook/id/27627153
Key Takeaways from the Q1 Earnings SeasonWe discuss whether profitability concerns have been over-done and what that means for the outlook. /episode/index/show/earningsoutlook/id/26883174
Are Earnings Estimates Too High?We discuss whether current earnings estimates reflect the fundamental ground reality. /episode/index/show/earningsoutlook/id/26535270
Q3 Earnings Season – Better Than Expected or Lackluster?We discuss the big-picture takeaways from the Q3 earnings season and the forces that shaped it. /episode/index/show/earningsoutlook/id/24973410
How Critical Is This Earnings Season?We discuss whether the Q3 earnings season will be able to reset market expectations for the coming periods. /episode/index/show/earningsoutlook/id/24752781
Looking for Signs of Recession in the Earnings DataWith the bulk of the Q2 earnings season now behind us, we discuss the key trends emerging from this reporting cycle. /episode/index/show/earningsoutlook/id/23961801
Taking Stock of the Earnings PictureWith the Q2 earnings season at the half-way mark, we discuss the key trends emerging from this reporting cycle. /episode/index/show/earningsoutlook/id/23892387
Tech Earnings Outlook Amid Nasdaq TurmoilTech earnings have been mixed, but there are plenty of areas in the sector that are still thriving. /episode/index/show/earningsoutlook/id/23021036
How Are Companies Navigating the Inflationary Waters?We discuss what impact the ongoing inflationary trends is having on the earnings picture. /episode/index/show/earningsoutlook/id/22872275
Corporate Earnings, Inflation & UkraineWe discuss what impact the ongoing inflationary trends and the situation in Ukraine is having on the earnings picture. /episode/index/show/earningsoutlook/id/22483595
Making Sense of Trends in Profit Margins and GuidanceWe discuss what trends in margins and management guidance tell us about the overall earnings outlook. /episode/index/show/earningsoutlook/id/22094030
The Major Forces Affecting Corporate ProfitsIn addition to update on the Q4 earnings season, we discuss the different earnings drivers. /episode/index/show/earningsoutlook/id/21849587
What Sectors Are Facing Margin Pressures?We discuss the impact of ongoing headwinds on corporate profitability and identify the sectors most at risk of margin squeeze. /episode/index/show/earningsoutlook/id/21054638
Sectors Expected to Outperform this Earnings SeasonWe discuss the earnings outlook for the different sectors in the current environment of rising costs and supply chain issues. /episode/index/show/earningsoutlook/id/20896889
Can Retail Earnings Hold up in the face of the Delta Variant?We discuss the earnings outlook for the Retail space, particularly in the context of the rising fresh infection rates./episode/index/show/earningsoutlook/id/20197625
What Drove the Earnings Strength This Quarter?We discuss what gave us the impressive results in Q2 and whether those factors will remain in place going forward or not./episode/index/show/earningsoutlook/id/20124191
Why is the Market Unimpressed with Strong Earnings Results?We discuss and make sense of the market’s muted reaction to otherwise very strong earnings results./episode/index/show/earningsoutlook/id/19899074
Taking Stock of the Earnings PictureSheraz and Terry discuss why stocks have enjoyed below-average follow through in the market after coming out with strong Q1 results. We grapple with the question of whether this behavior is indicative of market skepticism about the earnings outlook./episode/index/show/earningsoutlook/id/19181606
Can Earnings Growth Be Sustained?The Q1 earnings season turned out to be everything that the market was looking for, and then some./episode/index/show/earningsoutlook/id/19009121
When Do Earnings Get Back to Pre-pandemic Levels?Earnings growth has resumed earlier than expected, with 2020 Q4 earnings now expected to be above the year-earlier period./episode/index/show/earningsoutlook/id/18193577
Is Aggressive Cost Cutting Driving Earnings Growth?Earnings growth has resumed earlier than expected, with 2020 Q4 earnings now expected to be above the year-earlier period. /episode/index/show/earningsoutlook/id/17916905
Earnings Outlook a Source of Support for the MarketThe earnings picture is steadily improving, with estimates for the current and coming quarters going up./episode/index/show/earningsoutlook/id/17699900
Covid-19, the Economy and Corporate EarningsEstimates have been steadily going up despite challenges, which represents a notable bright spot on the earnings horizon. /episode/index/show/earningsoutlook/id/16833293
Why is Wall Street Unimpressed with Positive Earnings Results?Companies are beating consensus estimates at levels not seen in years, but the market doesn’t seem to care./episode/index/show/earningsoutlook/id/16667237
