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14 Jul 2023

The sp500 has been anticipating the improvement in earnings (ex-Energy) expectations so far. Can these expectations be met?

Source: Bloomberg (Gina Martin Adams for the #chart)

11 Jul 2023

S&P earnings growth is expected to trough in 2Q at -9%

As we enter the us 2Q earnings season, the least we can say is that the bar is low (in terms of expectations) which means that we could see beats on an aggregate level. Goldman Sachs: " Consensus estimates for 2Q growth since the beginning of April have been cut from -6% to -9%." Source: GS, TME

11 Jul 2023

2Q US Earnings Season

S&P 500 earnings reporting by market cap. Two more weeks and then the boom... Source: MS, TM

10 Jul 2023

Market Expectations Seem Quite Low

As we enter us q2 earnings season, market expectations seem quite low Source: Bloomberg

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