Taking Stock of the Earnings Picture - Listen - Earnings Outlook

Taking Stock of the Earnings Picture

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Description

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.

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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