The Pallas Perspective

PCA Week in Review - Friday, August 5, 2022


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This week in the Review:

  1. Earnings Season and Forward Guidance Surpassing Low Expectations
  • 74% of the S&P 500 have reported Q2 earnings
  • Earnings have surprised to the upside
  • Winners and Losers 
  •      2. Financial Markets Remain Reasonably Valued by Morningstar

    • Morningstar price to fair value
  • Headwinds of slower growth expectations and inflation could shift and turn to tailwinds.  
  • ...more
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    The Pallas PerspectiveBy Pallas Capital Advisors