While European earnings have been remarkably resilient this year, and consensus estimates for earnings and corporate margins remain high, there may be reason to believe there’s further yet to fall.
Jul 2023
Carson Group's Detrick: 'We do not see recession any time soon'
Ryan Detrick, chief market strategist at Carson Group, says the first-half upside surprise from the stock market and economy has positioned the market for a big second half of the year. Detrick says that when the market posts double-digit gains in the first half of the year, hist ... Show More
1 h
Jul 2021
Q2 earnings season: How big, and is it a turning point?
<p class="MsoNormal">In this episode, Financial Orbit’s Chris Bailey speaks about the big sectors to watch, with markets pricing in some good numbers. The context is rising inflation, lower bond yields, Covid-19 and the record high equity markets. Does the second quarter have the ... Show More
18m 52s
Dec 2021
Schwab's Sonders: 2022 will be better than most expect
Liz Ann Sonders, chief investment strategist at Charles Schwab & Co., says that strong market performance in 2020 and '21 has masked downturns in most sectors and industries, meaning that there isn't so much pressure for upward trends to reverse in the year ahead. While she does ... Show More
56m 4s
Dec 2022
Week Ahead: Central bank meetings in Australia and Canada
Send a textA central bank extravaganza lies ahead in the first half of December. The ball will get rolling with the Reserve Bank of Australia and the Bank of Canada next week, both of which are expected to raise interest rates again, albeit at a slower pace. Meanwhile in America, ... Show More
7m 55s