
Tag: Earnings


Projections of an Earnings Upsurge Are Too Rosy, BlackRock Warns
Big tech mega caps skew the profits picture, and stripping them out makes the outlook flat.

Re-Mixing Asset Allocation: Insurers Decrease Bonds, Then Do a Partial Reversal
The industry also is expanding its exposure to stocks and alts, amid rising rates.

AI Will Send Profits Skyward Over the Next 10 Years, Goldman Says
Artificial intelligence-fueled productivity should expand margins by 4 percentage points, the firm projects, but it won’t happen right away.

Coinbase Keeps Expanding Despite Financial, Regulatory Woes
Battered crypto exchange sets up international operation, even as SEC scrutinizes its business practices.

Why Value Stocks, Lagging This Year, Should Overtake Growth Stocks
Franklin Templeton says high rates and infrastructure needs will favor lower-cost shares.

Q1 Earnings Slide Thought to Be Rock Bottom
The March-ending quarter is expected to book a 6.2% decline, but FactSet says analysts think this is the worst.

Slowly It Turns: The Market Rotates Back to Rally Mode
Cyclical stock sectors re-take the lead, but with deliberation, as earnings weaken.

Earnings Will Stink, but Not All of Them

Stocks and Bonds Should Come Back in 2023, Says Cambridge Associates

BlackRock’s Suggested 2023 Buys: Investment Grade Corporates and Just 2 Other Bond Types
Still-high inflation and an expected recession call for slighting stocks and most other categories, the asset kingpin advises.

Good News: An Earnings Drop Might Not Bring a 2023 Recession, Says Stovall

Is All the Bad News Priced Into the Stock Market? Nope

Goldman: Due to High Volatility, Now’s the Time to Bet on Earnings Reports
Take out options on how the market will react to an array of 3Q results coming up, the firm says.

3rd Quarter Earnings Season Gets Off to a Wheezing Start
Banks’ so-so results don’t inspire confidence, as the stock market continues its losing ways.