Carson Group's Detrick: 'We do not see recess...
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After the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately factor-in elevated earning risks. ----- Transcript ----- Welcome to Thoughts on the Market. I'm ...
As the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “soft landing” and “no landing” outcomes. ----- Transcript ----- Welcome to Thoughts on the ...
While European earnings have been remarkably resilient this year, and consensus estimates for earnings and corporate margins remain high, there may be reason to believe there’s further yet to fall. ----- Transcript ----- Welcome to Thoug ...
Last week stocks rallied quickly but dropped just as fast as markets continue to hope for a more dovish Fed, but will this 2-way risk continue as evidence for a drop in earnings continues to accumulate? ----- Transcript ----- Welcome to Though ...