Earnings Outlook

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Episodes

53 episodes

1. Play
   What Would Blowout Q3 Earnings Results Look Like? Oct 22, 2026 14:15
2. Play
   S&P 500 Q2 Earnings: Stripping Out the Outsized Impact of Alphabet and Micron Jul 23, 2026 13:38
3. Play
   What Do Retail Earnings Reports Tell Us About Consumer Spending Trends? Jun 4, 2026 15:07
4. Play
   What Does the Strong Q1 Earnings Growth Say About the Economy? May 14, 2026 13:01
5. Play
   Stock Market Strength Reflects Earnings Power Apr 30, 2026 14:57
6. Play
   Q1 Earnings Growth on Track to be Highest in Four Years Apr 17, 2026 12:55
7. Play
   Tariffs, Margins and the Q4 Earnings Season Feb 27, 2026 12:27
8. Play
   Why Have Tech Stocks Lost Their Mojo? Feb 12, 2026 13:44
9. Play
   The Earnings Impact of Tariffs Jan 29, 2026 12:29
10. Play
    What Are the Tailwinds for Bank Stocks? Jan 15, 2026 12:14
11. Play
    Can Strong Earnings Justify High Stock Valuations? Jan 9, 2026 8:29
12. Play
    Will the Q3 Earnings Season Prove Positive for the Market? Oct 16, 2025 10:49
13. Play
    Do Stocks Have the Fuel Move Higher? Aug 14, 2025 12:52
14. Play
    Is the Q2 Earnings Bar Set Too Low? Jul 17, 2025 15:34
15. Play
    Making Sense of Earnings Estimates Revisions Trend May 8, 2025 17:48
16. Play
    The Earnings Impact of the New Tariff Regime Mar 13, 2025 16:56
17. Play
    Are Investors Too Focused on Company Fundamentals? Feb 13, 2025 13:02
18. Play
    Earnings Results & the Trump Administration Jan 23, 2025 15:26
19. Play
    What will the Coming Retail Earnings Reports Show? Nov 14, 2024 14:39
20. Play
    Making Sense of the Early Q3 Earnings Results Oct 17, 2024 14:41
21. Play
    Have Big Tech Stocks Lost Their Momentum? Aug 1, 2024 12:27
22. Play
    Taking Stock of the Retail Sector After the Q1 Earnings Season Jun 6, 2024 12:49
23. Play
    Walmart Earnings & the State of the Consumer May 16, 2024 15:29
24. Play
    Are Higher Interest Rates Weighing on Earnings Growth? Apr 22, 2024 12:37
25. Play
    Handicapping the Earnings Outlook Feb 15, 2024 14:07
26. Play
    Earnings Season to Clarify the Macro Picture Jan 18, 2024 13:25
27. Play
    Has the Profit Cycle Bottomed? Nov 16, 2023 14:22
28. Play
    Taking Stock of the Earnings Picture After the Early Releases Oct 19, 2023 12:46
29. Play
    Key Takeaways from the Q2 Earnings Season Aug 24, 2023 11:32
30. Play
    What Do the Q2 Earnings Reports Show? Aug 1, 2023 9:24
31. Play
    Key Takeaways from the Q1 Earnings Season May 18, 2023 12:21
32. Play
    Are Earnings Estimates Too High? Apr 13, 2023 13:49
33. Play
    Q3 Earnings Season – Better Than Expected or Lackluster? Nov 10, 2022 11:22
34. Play
    How Critical Is This Earnings Season? Oct 20, 2022 15:26
35. Play
    Looking for Signs of Recession in the Earnings Data Aug 4, 2022 12:08
36. Play
    Taking Stock of the Earnings Picture Jul 28, 2022 12:32
37. Play
    Tech Earnings Outlook Amid Nasdaq Turmoil May 5, 2022 12:17
38. Play
    How Are Companies Navigating the Inflationary Waters? Apr 21, 2022 12:01
39. Play
    Corporate Earnings, Inflation & Ukraine Mar 17, 2022 10:12
40. Play
    Making Sense of Trends in Profit Margins and Guidance Feb 10, 2022 10:43
41. Play
    The Major Forces Affecting Corporate Profits Jan 21, 2022 10:06
42. Play
    What Sectors Are Facing Margin Pressures? Nov 4, 2021 10:45
43. Play
    Sectors Expected to Outperform this Earnings Season Oct 21, 2021 8:40
44. Play
    Can Retail Earnings Hold up in the face of the Delta Variant? Aug 19, 2021 11:04
45. Play
    What Drove the Earnings Strength This Quarter? Aug 12, 2021 12:20
46. Play
    Why is the Market Unimpressed with Strong Earnings Results? Jul 22, 2021 12:33
47. Play
    Taking Stock of the Earnings Picture May 20, 2021 13:05
48. Play
    Can Earnings Growth Be Sustained? May 6, 2021 14:35
49. Play
    When Do Earnings Get Back to Pre-pandemic Levels? Mar 4, 2021 12:38
50. Play
    Is Aggressive Cost Cutting Driving Earnings Growth? Feb 11, 2021 11:58