12 個單集

Bringing you all you need to know about the current earnings season

Earnings Outlook Unknown

    • 商業

Bringing you all you need to know about the current earnings season

    What Sectors Are Facing Margin Pressures?

    What Sectors Are Facing Margin Pressures?

    We discuss the impact of ongoing headwinds on corporate profitability and identify the sectors most at risk of margin squeeze.

    • 10 分鐘
    Sectors Expected to Outperform this Earnings Season

    Sectors Expected to Outperform this Earnings Season

    We discuss the earnings outlook for the different sectors in the current environment of rising costs and supply chain issues.

    • 8 分鐘
    Can Retail Earnings Hold up in the face of the Delta Variant?

    Can Retail Earnings Hold up in the face of the Delta Variant?

    We discuss the earnings outlook for the Retail space, particularly in the context of the rising fresh infection rates.

    • 11 分鐘
    What Drove the Earnings Strength This Quarter?

    What Drove the Earnings Strength This Quarter?

    We discuss what gave us the impressive results in Q2 and whether those factors will remain in place going forward or not.

    • 12 分鐘
    Why is the Market Unimpressed with Strong Earnings Results?

    Why is the Market Unimpressed with Strong Earnings Results?

    We discuss and make sense of the market’s muted reaction to otherwise very strong earnings results.

    • 12 分鐘
    Taking Stock of the Earnings Picture

    Taking Stock of the Earnings Picture

    Sheraz and Terry discuss why stocks have enjoyed below-average follow through in the market after coming out with strong Q1 results. We grapple with the question of whether this behavior is indicative of market skepticism about the earnings outlook.

    • 13 分鐘

熱門商業 Podcast