We discuss what the coming Retail earnings reports will tell us about consumer spending trends

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).

We discuss whether the market’s reaction to the recent Alphabet, Tesla and Microsoft results is indicative of sentiment shift.  

We discuss the key takeaways from the Q1 earnings reports from the Retail sector in recent days.

We discuss what Walmart’s blockbuster results tell us about the health of the consumer economy.

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.