Oct 16, 2025
We discuss results from the big banks and evaluate what to expect from the coming quarterly reports.
Aug 14, 2025
We discuss whether the Q2 earnings season provides a fundamental rationale for the market’s recent gains.
Jul 17, 2025
We discuss the Q2 earnings season and whether expectations may have been too low.
May 8, 2025
While estimates have been under pressure in recent weeks due to the tariff uncertainty, they appear to be starting to stabilize.
Mar 13, 2025
We try to size up the impact of higher tariffs on S&P 500 earnings and what sectors are most exposed.