Even In A ‘Mild-Recession Scenario’, Buybacks Will Provide Plunge Protection For The S&P
“Still double the long-term average”.
Search Results for: earnings recession
‘The Recessionary Message Is Getting Ever Louder’, SocGen Warns
“And there’s the problem”.
Marko Kolanovic Talks ‘The Trump Recession’, Says Market Damage From Trade War Is ‘100X The Tariffs Collected’
“Given all of this – why are we not bearish?”
After The Biggest Pre-Season EPS Cut In Three Years, Here’s What Matters During Earnings Season…
This may be wholly self-evident/tautological, but…
Let’s Check In On Jeff Gundlach’s ‘Most Recessionary Indicator’!
Less “recessionary” now?
Bears Resurface As Recession Fears Linger, Dollar Puzzle Emerges
The mood has soured.
Jeff Gundlach Discovers ‘The Most Recessionary Signal Yet’, Is Even More Scared Than That Time Someone Didn’t Hack His Twitter
Nothing “innocuous” about this.
Goldman Warns On S&P Earnings Downside From Deteriorating Macro Outlook
The coming “litmus test”.
What Are Stocks And Other Assets Saying About The Odds Of A US Recession?
Remember: anything is better than Larry Kudlow’s “models”.
Egg On Your Face: Fantastic Recession Calls And How To Trade Them
“Despite all the doom and gloom”…
Peak Earnings?
As good as it gets.
Jobs Report Beats, Average Hourly Earnings Misses
U.S. Feb. Nonfarm Payrolls Rose 313k
Avg. hourly earnings Y/y 2.6%
BofA’s Shocking Admission: Here’s What Saved Us From “The Recession That Wasn’t”
“By nearly every measure – earnings, revenue, spreads, lending conditions and access to capital markets – the macro environment was one that was suggestive of negative GDP growth”…
‘Bigly’ Earnings Growth “Isn’t A Fantasy” Because Wall Street Says It Will Eventually Be Real
“For the first time since 2011, hopes for double-digit growth in U.S. earnings aren’t a fantasy [because] Wall Street analysts have been standing firm on forecasts.”
‘It Depends On How The Jaws Close’: What Goldman’s Clients Are Talking About This Week
Rates, the economy and the prospect of an “earnings recession.”
Summit Push
The S&P 500 hit a new record on Friday. Some readers (most, I hope) will
It Was The Liquidity! It Always Is
It’s the liquidity! It always is. Last year was remarkable for a number of reasons,
Bears, Bulls And The 1950s Parallel
The profit recession for corporate America ended in Q3. EPS growth was around 4% last
Mike Wilson Delivers Hotly-Anticipated 2024 US Equity Outlook
55 pages of Mike Wilson. Just imagine. For market skeptics, Christmas arrives every year in
Morgan Stanley Sees Narrow Path To ‘Perfect Landing’
Year-ahead outlook pieces from Wall Street are replete with references to a navigable but narrow
For Bears, Another Frustrating Turn
It’s been a frustrating year for equity bears. The earnings recession was supposed to be
Mike Wilson Not Impressed By Stock Rally
Equities will have to try a little harder (and probably a lot harder) if they
Stocks And The 2024 Election: An Early Preview
2024 is an election year is the US. Maybe you’re aware. If this US presidential
Are Stock Bears ‘Vindicated’?
“Somewhat vindicated.” That’s how one mainstream financial media outlet described the persistently bearish view harbored
America’s ‘Profit Reckoning’ Never Showed Up
This quarter (Q3) marks a year since investors were told to be on watch for
Good Game!
In the latest weekly+ I touched briefly on earnings season in the US, where results
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