Earnings Outlook

The run of Q3 results from the banks have broadly been positive in recent days. But before the banks started reporting results, we saw weak results from homebuilders Lennar (LEN) and KB Homes (KBH).

We discuss whether the market's reaction to the recent Alphabet, Tesla and Microsoft results is indicative of sentiment shift.

We discuss the key takeaways from the Q1 earnings reports from the Retail sector in recent days.

We discuss what Walmart's blockbuster results tell us about the health of the consumer economy.

With Tech earnings set to dominate earnings headlines in the days ahead, we discuss to what extent elevated interest rates are weighing on profitability.

We discuss the evolving earnings picture in light of how the Q4 earnings season has unfolded.

We discuss how the Q4 earnings season will add to our understanding of the evolving investment landscape in the New Year.

We discuss how the overall earnings picture is shaping up after the Q3 results.

We discuss how the overall earnings picture is shaping up after the early Q3 results.

We discuss whether profitability concerns have been over-done and what that means for the outlook.