Earnings and Friends It’s a busy week ahead as the new presidential administration finds its footing and investors navigate a bevvy of economic releases and company earnings. While multiple high-profile events demand attention, some matter more than others. Buckle up! Macroeconomic data provides important context, but stock performance ultimately relies on corporate America’s ability to…Read more
Trick or Treat We’re in the midst of earnings season, a time when quarterly company results have the market in a tight grip. So far, over 40% of S&P 500 constituents have reported, with a big chunk of that coming last week. And yet, despite both profits and revenue beating consensus estimates by around 6%…Read more
Down the Golden Path It’s still early days in earnings season but results have continued to surprise, coming in 5.0% above consensus estimates. Now, the rate that companies have been beating expectations has been lower than the 5-year average rate of 8.6%, but better than expected is still better than expected. That sets up this…Read more
