Mar 13, 2025
We try to size up the impact of higher tariffs on S&P 500 earnings and what sectors are most exposed.
Feb 13, 2025
We discuss whether market participants are missing the big picture in focusing too much on earnings releases
Jan 23, 2025
We discuss the ongoing Q4 earnings season and whether earnings releases may take the back seat to the new administration’s daily announcements.
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).