Jul 23, 2026
The picture emerging from Q2 earnings is one of broad-based strength. Companies are comfortably beating consensus estimates—even as those forecasts were revised upward leading into the reporting cycle—while the overall pace of earnings growth continues to accelerate noticeably.
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.