Newsclips
Earnings Update: Is The Gaming of Earnings Estimates No Longer Effective?
July 16, 2018
A look at Q2 earnings and revenues estimates as companies begin reporting
A look at Q2 earnings and revenues estimates as companies begin reporting
Today's topics include FAANMG stocks, rate hikes, market anxiety, technical problems with the funds rate, circumventing clearing houses, ETF flows, low summer volume and Gundlach sees a recession.
Eurozone economic data is due to rebound with surprises in the months ahead. A lack of buying pressure from the Eurozone with improving data should keep the US 10-year 30-year spread near current levels. The UK stands out as the 10-year 30-year spread most likely to steepen.
Broad commodity weakness threatens to undermine confidence in Southeast Asia just as economic growth improved. Signs of optimism in Australian search trends will be tested.
Today's topics include earnings, speeches from Fed president Harker and Fed chair Powell, TIPS underperform, what economists are thinking, the price war in ETFs, crude oil, soybeans, hedge fund performance and activist investing.
Join us for our conference call at 9AM CT today.
FOMC and ECB policy divergence is set to return to convergence. We see an opportunity for December '19 Euribor to cheapen on the curve and December '19 Eurodollar to richen on the curve.
An interactive visualization of the most recent CPI, PPI and PCE reports
Credit cards remain the spending vehicle of choice for consumers, who have shunned home equity post-crisis. Growing balances and rising delinquencies among smaller banks are of concern.
Improving search trends related to real estate and housing point to a brighter outlook. Search trends in the auto sector bear watching.