Nov 14, 2024
We discuss what the coming Retail earnings reports will tell us about consumer spending trends
Oct 17, 2024
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).
Aug 1, 2024
We discuss whether the market’s reaction to the recent Alphabet, Tesla and Microsoft results is indicative of sentiment shift.
Jun 6, 2024
We discuss the key takeaways from the Q1 earnings reports from the Retail sector in recent days.
May 16, 2024
We discuss what Walmart’s blockbuster results tell us about the health of the consumer economy.