Making Sense of the Early Q3 Earnings Results

We discuss results from the big banks and evaluate what to expect from the coming quarterly reports. 

We discuss whether the Q2 earnings season provides a fundamental rationale for the market's recent gains. 

Gideon Bornstein, Wharton Assistant Professor of Finance, discusses how ongoing tariff uncertainties and fluctuating consumer confidence are impacting retailers’ pricing strategies, supply chains, and economic outlooks, offering insights into what this means for the broader macro ...  Show more

Stocks closing higher after a Federal repeals court temporarily reinstating President Trump’s tariffs. What the back and forth means for equities, and how our traders are navigating the volatility. Plus Costco, Gap, Ulta, and more retailers reporting results. The details from ...

Send us a text

Pokémon and Taylor Swift trading cards are making a billion-dollar comeback, and Target and Walmart are cashing in. 

<a href='https://www.linkedin.com/in/j ...

What are the trends shaping consumer sentiment and behavior in 2025—and what are the implications for brands and retailers?See www.mckinsey.com/privacy-policy for privacy information