Section
Earnings
160 posts
Market Ethos: Earnings Optimism
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. There are three things you should rarely ever bet…
Earnings Season May Bring Changes
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Earnings, trick or treat?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos October 30, 2023 We are about halfway…
Equities May Stumble over Rising U.S. Earnings Expectations
by Christopher Shipley, Chief Investment Strategist – North America, Northern Trust Increasing market expectations for U.S. earnings growth…
Buy Japan, Hold U.S., Sell Europe
by Jeffrey Buchbinder, CFA, Chief Equity Strategist & Jeffrey Roach, PhD, Chief Economist, LPL Financial Buy Japan, Hold…
BofA: S&P 500 EPS Outlook – Don't be so negative on Corporate America
Savita Subramanian, the Chief U.S. Equity Strategist at BofA Securities, has revised the firm's 2023E earnings per share…
FactSet: S&P 500 Firms with Global Reach See Q1 Revenue Dip
John Butters, Senior Earnings Analyst at FactSet Research, recently provided some key insights into the Q1 2023 performance…
Amazon is The Largest Contributor to S&P 500's Projected Earnings Growth in 2023
According to John Butters, Senior Earnings Analyst at FactSet, the S&P 500 is experiencing a year-over-year earnings decline…
Q1 2023: S&P 500 Earnings Season Update: FactSet
April 21, 2023 The first quarter earnings season for the S&P 500 has started stronger than the last…
Corporate Profits: What Gives?
by Hubert Marleau, Market Economist, Palos Management April 21, 2023 The data calendar was relatively sparse this week.…
FactSet: Canada Q1 2023 Earnings Season Preview
According to John Butters, Vice President and Senior Earnings Analyst at FactSet, analysts have lowered their earnings estimates…
FactSet: Record Negative EPS Guidance Issued by S&P 500 Companies Since Q3 2019
John Butters, Vice-President and Senior Earnings Analyst at FactSet, reported on April 6, 2023, that 106 S&P 500…
"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…
