Wanted: Selloff Catalyst In Lieu Of Profit Recession
To some market participants, it probably feels like the earnings recession call (the “profit reckoning”)
Search Results for: earnings recession
Mike Wilson’s Earnings Model Sends Dire S&P Warning
“In bear markets like last year’s, when just about everyone lost money, investors lose confidence,”
Kolanovic: Recession Isn’t In The Price
Pinpointing the terminal rate may be a fun parlor game, but where Fed funds ultimately
Is The US Profit Recession Finally Here?
Those of a bearish persuasion have waited six months (at least) for concrete evidence to
Earnings Season Is Here!
Earnings season is upon us, and that’s not necessarily a good thing. The “profit reckoning”
Goldman’s 2023 Recession EPS Case Is BofA’s Base Case
“The larger risk to 2023 EPS is a recession,” Goldman’s David Kostin said, in the
Bill Ackman Takes Lead In Redefining ‘Recession’
For months, I’ve suggested the only way for the US economy to avoid a recession
Hell Or High Recession
I don’t like the phrase “something’s gotta give.” It’s overused even as clichés go. Just
The Most ‘Obvious’ Recession In History
“Obviously unsustainable.” That’s how one market participants described the dynamic whereby purported savings “buffers” and
From Kelton To Krugman To Dalio: A Recession Diary
Humans harbor a perverse fascination with calamity. I revisit this topic from time to time.
Bear Market Won’t End Until Recession Question Answered: Wilson
The bear market in equities won’t be over “until recession arrives or the risk of
Summer ‘Earnings Reset’ May See S&P Tumble To 3400
“It’s too early to get bullish,” Morgan Stanley’s Mike Wilson said Monday. At this point,
A Recession. Just Not Today
In the week ahead, traders and investors will scrutinize results from a bevy of big-name
‘Recession? OK, When?’ A Skeptic Entertains The Doomsayers
Two weeks ago, one equities strategist asked if US downturn worries were “more fear than
Jobs Report Clears Path For Fed To Hike US Into Recession
The US economy added 431,000 jobs in March, the BLS said Friday. It was another
Goldman Cuts S&P Target: ‘Lower Earnings, Lower Price’
“Lower earnings, lower price,” Goldman’s David Kostin said, summing up the rationale behind the bank’s
‘The Quickest Route To Recession’ (And A Case Of Cognitive Dissonance)
The stock market isn’t the economy. We say that all the time. It’s almost a
Is A Triple Recession Imminent?
“The best consumer news is behind us,” BofA’s Michael Hartnett wrote, in the latest edition
Albert Edwards And The ‘Wholly Unexpected’ Recession
Earlier this week, in “2018 Redux?“, I talked a bit about a possible parallel between
The Recession Is Over (According To Fund Managers, Anyway)
The “bottom line” among respondents to the October edition of BofA’s closely-watched Global Fund Manager
Earnings Season Is Here
Assuming market participants can somehow focus on corporate fundamentals amid what is sure to be
It’s A Bull Market And The Recession Is Over, Say Fund Managers
“It’s a bull market” and this is “no longer a recession”. That’s the “September zeitgeist”
JPMorgan Reports 69% Drop In Net Income As ‘Likely Severe Recession’ Prompts $6.8 Billion Reserve Build
“The first quarter delivered some unprecedented challenges.”
For One Bank, A Global Recession And A Bear Market Just Became The Baseline Forecast
“…it is much too early to declare this episode as being done.”
Insouciant Stocks Back In The Gamma Pocket As Earnings Roll In, Betting Markets ‘Bern’
Define nebulous: “It’s a good time to be in the market”.
Pandemic Fears Meet Fed, Impeachment, Tech Earnings With Stocks In Stratosphere
A little trepidation.
One Bank Asks: Recession Or Melt-Up?
“Our S&P 500 forecasts have a V-shaped profile”.
You must be logged in to post a comment.