Market Moves
Analysts: Earnings Will Improve in 2020
Forecast seems to hinge on progress in resolving the trade dispute. Hmmmm.
Tag: earnings
Uh-Oh, High-Yield Bond Downgrades Expand
Ratio to upgrades doubles, Moody’s says, due to sales dip.
Research
The S&P 500 Keeps Singing the Sour Earnings Song
After two small drops in 2019’s first two quarters, CFRA sees a 4.2% net income dive for the third period.
Newsmakers
The 3 Things that Threaten the Stock Rally
Look out below if the Fed doesn’t ease much, earnings dip, or the trade war heats up.
Market Moves
2Q Earnings Growth Might Not Go Negative After All
But even if they stay in the black, they will be puny compared to 2018’s blowout.
Market Moves
The Mighty Dollar Is Due for a Comedown, PIMCO Says
After an eight-year run, Fed rate cuts and a slowing economy are seen as poised to weaken it.
Yikes, Lofty Corporate Debt Will Hurt Us When Earnings Slip, Moody’s Warns
Record leverage, at 46.6% of GDP, leaves companies vulnerable, says economist Lonski.
Market Moves
Earnings Recession Is a Non-Event: 1Q Results Are Flat
Strong economy overcomes predictions of a down quarter and may push up profits ahead.
Earnings Recession Ahead: Maybe Not
Analysts’ consensus is for a drop in first quarter profits, but a tepid recovery for the rest of 2019.
Market Moves
More Signs that the Earnings Slowdown Doesn’t Spell Market Doom
Corporate profit growth is certainly ebbing, but the picture is far from grim.
CalSTRS 2018 Calendar Year Results Are in Negative Territory
Strong equity market performance in January 2019 helped partly reverse course.
Goldman: A Hot January for Stocks Moves into a Cooler Rest of Year
Firm says investors likely got ‘the bulk’ of their 2019 returns last month.
Buy-Side Firms Feeling Less Rah-Rah About Economic Growth
Sentiment survey finds positive sentiment drops to 48% from 67%.
Sam Stovall: Expect a Slowdown, Not a Recession
CFRA’s market guru sees nation avoiding both an ‘EPS recession’ and an economic one.
Shiller Doubts Booming Earnings, Now Propelling the Market, Will Last
Yale professor sees stocks as way overvalued and thinks investors are fooling themselves about continued increases.