Record leverage, at 46.6% of GDP, leaves companies vulnerable, says economist Lonski.
Strong economy overcomes predictions of a down quarter and may push up profits ahead.
Analysts’ consensus is for a drop in first quarter profits, but a tepid recovery for the rest of 2019.
Corporate profit growth is certainly ebbing, but the picture is far from grim.
Strong equity market performance in January 2019 helped partly reverse course.
Firm says investors likely got ‘the bulk’ of their 2019 returns last month.
Sentiment survey finds positive sentiment drops to 48% from 67%.
CFRA’s market guru sees nation avoiding both an ‘EPS recession’ and an economic one.
Yale professor sees stocks as way overvalued and thinks investors are fooling themselves about continued increases.
Upsetting events have a way of showing up this month and hurting stocks, LPL’s Detrick warns.
Weakness in once market-leading tech threatens to reprise the winter 10% slide, the firm says.
CFRA’s strategist sees slight dip from January-March period, with energy the star.
Delta Investment Management shows how lower IRS tab pumps up profit margins.
Boost of over 20% in first quarter, if sustained, might help lagging productivity gains.