It’s Taper Time For The Fed

It’s Taper Time For The Fed
The Federal Reserve should announce the long-awaited decrease in the pace of asset purchases this week. The Fed might prefer to wait to begin tapering, but inflation should force its hand. This is the busiest week of earnings season.

How Badly the U.S. Economy Slowed And Earnings Galore This Week

How Badly The U.S. Economy Slowed And Earnings Galore This Week
This week brings us the verdict on third-quarter U.S. economic growth. Most GDP reports look too much in the rear-view mirror to significantly impact markets, but this could be different. This is the second busiest week of earnings season, with 164 S&P 500 companies scheduled to report earnings.

What You Need To Know About Earnings Season And The U.S. Consumer

What You Need To Know About Earnings Season And The U.S. Consumer
The U.S. consumer again came to the rescue and provided a ray of hope for the coming quarters. Despite the strong start from the banks, the earnings beats should be smaller and less frequent than in the past few quarters. However, the actual earnings performance should still exceed expectations.

What To Watch As Third-Quarter Earnings Season Begins

What To Watch As Third-Quarter Earnings Season Begins
Third-quarter earnings are slated to grow at almost 28% year-over-year. Despite significant headwinds from inflation, supply chain disruption, and moderating growth, results should still exceed these levels. But earnings beats should be smaller and less frequent than in the past few quarters.

Debt Ceiling Crisis And Covid Continue So Why Are Value Stocks Winning?

Debt Ceiling Crisis And Covid Continue So Why Are Value Stocks Winning?
While a government shutdown was averted last week, the debt ceiling crisis remains. Despite consternation about Covid, rising interest rates, the debt ceiling, and slowing economic growth, value stocks have begun to outperform recently as the S&P 500 had its most significant intra-year decline.