Jun 4, 2026
We try to make sense of the consumer spending backdrop from the somewhat somber tone of management commentary on the retail earnings calls.
May 14, 2026
We discuss the economic read-through and the earnings outlook for the Tech, Energy, and Retail sectors.
Apr 30, 2026
The outlook for corporate earnings has received a material boost from the very strong quarterly results in the ongoing Q1 earnings season. We should keep in mind, however, that the earnings picture was fairly strong coming into this reporting cycle already.
Apr 17, 2026
We discuss the evolving earnings picture in light of early results from the likes of Delta Air Lines (DAL), JPMorgan (JPM) and others.
Feb 27, 2026
We discuss Retail sector results and the impact of tariffs on earnings and margins.