Earnings Outlook

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

  1. JAN 29

    The Earnings Impact of Tariffs

    We discuss the ongoing Q4 earnings season, with a focus on what impact tariffs are having on the overall earnings picture

    12 min

  2. JAN 15

    What Are the Tailwinds for Bank Stocks?

    We discuss bank earnings, the credit card announcement and the outlook for the industry and bank stocks.

    12 min

  3. JAN 9

    Can Strong Earnings Justify High Stock Valuations?

    With the 2025 Q4 earnings season about to begin, we discuss how critical the overall earnings picture is to the stock market.

    8 min

  4. 10/16/2025

    Will the Q3 Earnings Season Prove Positive for the Market?

    We discuss results from the big banks and evaluate what to expect from the coming quarterly reports.

    11 min

  5. 08/14/2025

    Do Stocks Have the Fuel Move Higher?

    We discuss whether the Q2 earnings season provides a fundamental rationale for the market's recent gains.

    13 min

  6. 07/17/2025

    Is the Q2 Earnings Bar Set Too Low?

    We discuss the Q2 earnings season and whether expectations may have been too low.

    16 min

  7. 05/08/2025

    Making Sense of Earnings Estimates Revisions Trend

    While estimates have been under pressure in recent weeks due to the tariff uncertainty, they appear to be starting to stabilize.

    18 min

  8. 03/13/2025

    The Earnings Impact of the New Tariff Regime

    We try to size up the impact of higher tariffs on S&P 500 earnings and what sectors are most exposed.

    17 min
See All (45)

About

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

Information

  • Creator
    Sheraz Mian
  • Years Active
    2020 - 2026
  • Episodes
    45
  • Rating
    Clean
  • Show Website
    Earnings Outlook

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