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Earnings Outlook
Making Sense of Trends in Profit Margins and Guidance
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Description
We discuss what trends in margins and management guidance tell us about the overall earnings outlook.
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What will the Coming Retail Earnings Reports Show?
We discuss what the coming Retail earnings reports will tell us about consumer spending trends
Published 11/14/24
Earnings Outlook
Published 11/14/24
Making Sense of the Early Q3 Earnings Results
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).
Published 10/17/24
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