The Earnings Recession Is Finally Here. Apparently, That Just Means Buy Stocks
We’ve been over this before
We’ve been over this before
Time to panic? Spoiler alert: probably not.
Hockey stick inflections, and such.
“…volatility will likely rise meaningfully.”
Paging Mike Wilson: it looks like that earnings recession call might prove prescient.
There’s a simple formula.
It’s the “hockey stick”-style reacceleration forecasts that have some folks concerned.
For whatever it’s worth, the bar to clear for corporate America when reporting season kicks
Albert Edwards suspects a US recession might be just around the corner. You could’ve written
Earnings season’s here! Who’s excited? If your hand’s raised, you need to get out more.
Equities and credit are pricing no risk of recession. And that could be problematic. So
And the biggest driver of equity prices in 2024 will be — drumroll — the
It’s official (almost): The US corporate earnings recession is over (with 89% of index market
Earnings season is here, believe it or not, and given the pervasive macro ambiguity weighing
Has the world (or the US) dodged a recession? No. Another recession is always inevitable,
Morgan Stanley’s Mike Wilson has a question. Maybe you can answer it. “Do earnings matter?”
Reporting season is upon us in the US and according to consensus, Q2 was the
The problem with being “early” on recession calls (the same goes for forecasting equity selloffs)
Analysts and investors pleased with resilient corporate profits aren’t factoring in the macro read-through of
If you’re inclined to suggest the recession crowd is treading dangerously close to Boy Who
So-called “Greedflation” may be propping up US corporate profits for now, but as the old
Two things you can count on in addition to death and taxes are investor complacency
Where to from here? “Recession! That’s where.” Or so goes the refrain from seemingly everyone
For obvious reasons, market participants were keen to hear from Jamie Dimon on Friday. JPMorgan’s
Don’t lose the plot. And, unfortunately, this plot dead ends in recession. That was one
You wouldn’t necessarily know it from “Greedflation” banter and the perception that corporations are engaged
“It is the rear-guard action of companies that ’causes’ recessions as they slash both jobs
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