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Earnings Outlook

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.


Apr 22, 2024

With Tech earnings set to dominate earnings headlines in the days ahead, we discuss to what extent elevated interest rates are weighing on profitability.