Browsing Category
Earnings
133 posts
"Money Creation is King" at Predicting EPS Outlook (with Lead Time)
Listen to this article (2:42)" "Money creation is king," says Alfonso Peccatiello, Founder and Macro Strategist…
The Price You Pay: A Look at Equity Valuations
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Valuation metrics broadly…
Beat It (or Don't): An Update to a Chilly Earnings Season
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. In the face…
Earnings season takes center stage
by Larry Adam, CIO, Raymond James Key Takeaways Earnings on pace to post first quarterly decline since 3Q20…
Hubert Marleau: The Message From Corporate America
by Hubert Marleau, Market Economist, Palos Management The Message From Corporate America October 22, 2022. A few weeks…
End of a golden era for profits?
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton October 20,…
Some clarity emerges as markets remain in a holding pattern
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Is a global recession coming? While that remains…
The Strong Dollar Is A Risk To Corporate Profits
by Lance Roberts, RIA The strong dollar remains a risk to corporate profits and asset prices as the…
Taking stock: Q4 2022 equity market outlook
by Tony DeSpirito, Managing Director, Fundamental Active Equity Investment Team, Blackrock Balancing acts. As the Fed walks the…
Earnings Decline – Likely More To Go Before We Are Done
by Lance Roberts, RIA Last year, I wrote an article discussing that 2022 earnings estimates were too optimistic…
Earnings at a Crossroads
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman The guidance in this season’s earnings reports…
Earnings Recession Coming As Fed Hikes Rates
by Lance Roberts, RIA Earnings Recession Coming Was Originally Published At MarketWatch An earnings recession is coming as…
War: Impact on Earnings
by Jeffrey Kleintop, CFA®, Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. For the past…
Navigating the new world of inflation
by Russ Koesterich, CFA, JD, Portfolio Manager, Blackrock For the first time in decades, investors need to focus…
Fundamentally Speaking: 2022 Earnings Estimates Still Too Bullish
by Lance Roberts, RIA Fundamentally speaking, there are more than a few indications that 2022 earnings estimates are…
