With Tech earnings set to dominate earnings headlines in the days ahead, we discuss to what extent elevated interest rates are weighing on profitability.

We discuss the evolving earnings picture in light of how the Q4 earnings season has unfolded.

We discuss how the Q4 earnings season will add to our understanding of the evolving investment landscape in the New Year.

We discuss how the overall earnings picture is shaping up after the Q3 results.

We discuss how the overall earnings picture is shaping up after the early Q3 results.

We discuss whether profitability concerns have been over-done and what that means for the outlook.

We discuss whether profitability concerns have been over-done and what that means for the outlook.

We discuss whether profitability concerns have been over-done and what that means for the outlook.

We discuss whether current earnings estimates reflect the fundamental ground reality.

We discuss the big-picture takeaways from the Q3 earnings season and the forces that shaped it.

We discuss whether the Q3 earnings season will be able to reset market expectations for the coming periods.

With the bulk of the Q2 earnings season now behind us, we discuss the key trends emerging from this reporting cycle.

With the Q2 earnings season at the half-way mark, we discuss the key trends emerging from this reporting cycle.

Tech earnings have been mixed, but there are plenty of areas in the sector that are still thriving.  

We discuss what impact the ongoing inflationary trends is having on the earnings picture.

We discuss what impact the ongoing inflationary trends and the situation in Ukraine is having on the earnings picture.

We discuss what trends in margins and management guidance tell us about the overall earnings outlook.

In addition to update on the Q4 earnings season, we discuss the different earnings drivers.

We discuss the impact of ongoing headwinds on corporate profitability and identify the sectors most at risk of margin squeeze.

We discuss the earnings outlook for the different sectors in the current environment of rising costs and supply chain issues.

We discuss the earnings outlook for the Retail space, particularly in the context of the rising fresh infection rates.

We discuss what gave us the impressive results in Q2 and whether those factors will remain in place going forward or not.

We discuss and make sense of the market’s muted reaction to otherwise very strong earnings results.

Sheraz 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.