Inflation? Companies Fret Less About It Lately
Mention of price increases dropped sharply in 2Q earnings calls compared with two years before, says FactSet.
Mention of price increases dropped sharply in 2Q earnings calls compared with two years before, says FactSet.
The word ‘election’ has appeared almost twice as often as it did four years ago, per FactSet.
S&P 500 profits are headed for a good 2024, a FactSet survey shows.
Projections are for corporate profits to really burgeon in 2024, despite some downbeat economic outlooks.
The pessimistic takes come after the third quarter’s rebound from the earnings recession.
The S&P 500’s EPS had three down quarters in a row, but now analysts are growing more optimistic.
When double-digit market growth precedes the 9th month, good things tend to follow for investors, according to LPL and BofA.
Big tech mega caps skew the profits picture, and stripping them out makes the outlook flat.
While political controversy dogs green initiatives, artificial intelligence replaces them as the new popular topic.
The March-ending quarter is expected to book a 6.2% decline, but FactSet says analysts think this is the worst.
Cyclical stock sectors re-take the lead, but with deliberation, as earnings weaken.