Should investors change their stock exposure based on the Presidential election? What does history tell us about each political party’s stock performance while in power?
Will Magnificent 7 Earnings Be A Trick Or A Treat?
Five of the Magnificent 7 report earnings in the busiest week of earnings season. With superior earnings growth and size, the Magnificent 7’s results will be crucial.
Details Better Than The Headline This Earnings Season
The second busiest week of earnings season kicks off and includes Tesla. Forward guidance remains critical, with challenging consensus future growth expectations.
What To Watch As Third-Quarter 2024 Earnings Season Begins
4.4% earnings gains provide a seemingly low hurdle. With faster earnings growth expected for the 4Q and 2025, more attention will likely be paid to earnings guidance.
The jobs report removed recession fears but slowed the path of rate cuts and sent yields higher. CPI and earnings season are the significant milestones this week.
