Q2 2023 Earnings Preview

A lively and informative discussion between Ayesha and Mayhem about the economic picture in Japan, Europe, and the US, as well as what we’re looking out for as we navigate the rest of 2023. Get full access to MacroVisor at macrovisor.substack.com/subscribe 

Join us for a lively and in-depth conversation about what’s going on in global energy markets, the economy, and much more.Our guest Sachin Sharma breaks down what he’s seeing, and why it matters with a focus on oil and natural gas as well as a discussion on the status of the rene ...  عرض المزيد

In this episode, Sam and Josh discuss the current state of the market, focusing on the ongoing earnings season and its implications for investors. They analyse key earnings reports from major companies like Tesla and Google, exploring their performance and future outlook. The con ...  عرض المزيد

Looking forward to a packed slate next week, with Apple, Meta, Amazon and Microsoft earnings on deck and a looming Fed decision. Plus, details on the Synovus-Pinnacle merger and a top analyst’s take on Charter’s post-earnings plunge. 

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What does the disappointing September jobs report mean for investors? Which two stocks need a win this earnings season? What trends should investors be watching? Why are Roku and Zoom Video suddenly looking more attractive? And which CEOs are under more scrutiny? Jason Moser and ...  عرض المزيد

In this episode, Financial Orbit’s Chris Bailey speaks about the big sectors to watch, with markets pricing in some good numbers. The context is rising inflation, lower bond yields, Covid-19 and the record high equity markets. Does the second quarter have the potential to move th ...  عرض المزيد