What to Watch This Earnings Season
First quarter earnings season kicks off this week with several big banks reporting this Friday, including sector bellwether JPMorgan Chase (JPM). This quarter will seem quite similar to the fourth …
First quarter earnings season kicks off this week with several big banks reporting this Friday, including sector bellwether JPMorgan Chase (JPM). This quarter will seem quite similar to the fourth …
The initial public offering (IPO) market allows institutional investors to incorporate the macroeconomic landscape with individual corporate earnings data — and future earnings forecasts — to ascertain a share price …
When we wrote the annual outlook last November, the data was mixed. Some metrics hinted at emerging cracks in the economy while others suggested the growth trajectory in capital markets …
We are proud to share Outlook 2024: A Turning Point — recapping where markets have been over the last half of 2023 and aiding as we position through midyear 2024.
The historic shutdown and reopening of the economy continues to torque financial markets and analyst expectations.
Fourth quarter earnings season is underway and probably won’t bring much good news. As always, guidance matters more as market participants look forward. The key question is whether the pessimism surrounding 2023 earnings has gone too far.
We believe accountability and modesty are among the keys to success in this business. In striving for those qualities, we have a tradition of starting off a new year with a lessons learned commentary.
Corporate America has a lot working against it this earnings season. This has brought expectations for third quarter earnings growth down to achievable levels.
Earnings growth of 6-7% doesn’t sound very exciting, but given the challenges corporate America has faced, we consider the nearly-complete second quarter earnings season a resounding success.
We may not be flying into a storm, but there’s been plenty of turbulence this year. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022.