Earnings Outlook

Earnings Outlook

Sheraz MianSheraz Mian
Release Date

All Episodes

Will the Q3 Earnings Season Prove Positive for the Market?

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

 . 10min 49sec
Do Stocks Have the Fuel Move Higher?

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

 . 12min 52sec
Is the Q2 Earnings Bar Set Too Low?

We discuss the Q2 earnings season and whether expectations may have been too low. 

 . 15min 34sec
Making Sense of Earnings Estimates Revisions Trend

While estimates have been under pressure in recent weeks due to the tariff uncertainty, they appear to be starting to stabilize. 

 . 17min 48sec
The Earnings Impact of the New Tariff Regime

We try to size up the impact of higher tariffs on S&P 500 earnings and what sectors are most exposed. 

 . 16min 56sec