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Earnings Outlook

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.


Feb 15, 2024

We discuss the evolving earnings picture in light of how the Q4 earnings season has unfolded.


Jan 18, 2024

We discuss how the Q4 earnings season will add to our understanding of the evolving investment landscape in the New Year.