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.
Feb 15, 2024
We discuss the evolving earnings picture in light of how the Q4 earnings season has unfolded.