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Nasdaq Q4 Earnings Forecast: What to Expect

Financial Sector Leads Q4 Earnings Surge for S&P 500 Strong Start for Q4 Earnings Season The Q4 earnings season began last week, highlighted by reports from major banks. Early indicators show that large-cap Financials are poised for the highest earnings growth of any sector, expected...

“Navigating the 2024 Goldilocks Economy: Opportunities and Insights”

2024: A Year of Economic Recovery and Steady Growth As we approach the end of 2024, economies—especially in the US—are displaying a strong recovery. The disruptions caused by Covid have diminished, marking...

“Q3 Earnings Fueled by the Magnificent Seven”

The Mag 7 Dominates Q3 Earnings Once Again The unofficial close of Q3 earnings season featured the last report from a Mag 7 company, Nvidia, which announced a staggering earnings increase of +100% compared to the same period last year....

Hiring Plans Diverging for Big & Small Companies

Layoffs lower than their entire pre-Covid history We got data showing that initial claims for unemployment insurance dipped, and they’ve been hovering in the same (historically low) range since last fall. So, with the economy staying...

Covid Distortions Still Impacting Inflation

Inflation has risen from 3.1% YoY to 3.5% this year It’s been a tough start to the year for inflation. Headline CPI inflation was as low as 3.1% YoY, but it’s since risen to 3.5%...

‘Fab Five’ Makes Q1 Earnings Top Heavy

Large cap earnings growth stays positive in Q1 We’re in the thick of Q1 earnings season, with 45% of S&P 500 firms having reported. And earnings are on pace to grow +3.3% YoY (chart below,...