Section
Earnings
186 posts
Robust 2026-2027 Earnings Growth is a Live Probability
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree The Wall Street consensus for…
Denise Chisholm: What the Market Already Discounted
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments April 23, 2026 When investors ask about risk,…
Strong earnings meet stock market volatility
by Carrie King, Managing Director, CIO, U.S. and Developed Markets, BlackRock Q4 wrapped a solid year of U.S.…
Hubert Marleau: Is This a Quiet Economic Boom?
by Hubert Marleau, Market Economist, Palos Management Last Friday, the BEA revealed that the US economy increased at…
3 Investing Principles And Why They Signal International Markets for 2026
by Richard Bernstein Advisors There are 3 tried and true investing principles: Earnings growth ultimately drives equity performance.…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
A Touch of Grey During Earnings Season So Far
Earnings results are shaping up to be quite solid this season, albeit a bit weaker relative to prior quarters when it comes to beat rates and price reactions.
Time of the Season … For Year-End Targets
Year-end S&P 500 price targets implicitly assume continuity and fail to recognize volatility and macro forces that affect markets throughout any given year.
2026 Earnings Outlook: Another Year Of Optimism
by Lance Roberts, RIA The Wall Street consensus forecast for 2026 earnings growth is strong by historical standards.…
Financialization: How Deficits Inflate Profits and Equity Valuations
by Chris Brightman & Alex Pickard, Research Affiliates Key Points U.S. fiscal deficits fund rising entitlement spending that…
A Narrow but Colorful Path
by Jurrien Timmer, Director of Global Macro, Fidelity Management and Research Play the middle but mind the tails…
Better Days (for Earnings)
Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.
Earnings Strength Trumps Tariffs, Supports Rally
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Median Earnings Growth Finally Turns Up
by Denise Chisholm Director of Quantitative Market Strategy, Fidelity Investments For the first time in over three years,…
Seasonal weakness and a stretch for risk.
In this article, Russ Koesterich discusses how September, typically a month that exhibits seasonal market weakness, is showing surprising strength.
Earnings offer evidence that U.S. stocks can keep on keepin’ on
by Carrie King, CIO, U.S. and Developed Markets, BlackRock Early 2025 worries of U.S. stock malaise may have…