Risk
Inflation? Companies Fret Less About It Lately
Mention of price increases dropped sharply in 2Q earnings calls compared with two years before, says FactSet.
Tag: John Butters
Research
Talk of Presidential Race Showing Up on Earnings Calls
The word ‘election’ has appeared almost twice as often as it did four years ago, per FactSet.
Corporate Moves
Good News: Earnings Log Best Growth Rate Since Post-Pandemic Surge
S&P 500 profits are headed for a good 2024, a FactSet survey shows.
Risk
Solid 4Q Earnings Tee Up Expectations for Even Better Days Ahead
Projections are for corporate profits to really burgeon in 2024, despite some downbeat economic outlooks.
Newsmakers
Q1 Earnings Are Up, But Nothing to Cheer About
While profits have kept climbing, the rate of ascent is slowing, per FactSet.
News
Analysts Shrink Projections for First Quarter Earnings Growth
Those nice double-digit results we’ve enjoyed are so 2021, they say.
Asset Allocation
Corporate Earnings Continue to Dazzle in 2021, But What’s Next?
Estimates for the coming two years pale compared to 2021’s fireworks.