...the market is not rewarding earnings beats.
PremiumWe are in peak earnings season... and, as Goldman Sachs traders note, the current US earnings season share price reaction hasn't been great.A quarter of S&P market cap has reported so far this another 34% of market cap reporting this week (busiest week of Q2 earnings).
Wall Street enters the second-quarter earnings season with expectations near record highs, leaving companies with little room for…
Some small early signs of cracks are starting to appear.
We’re in for wild share price moves and generally tepid earnings growth. But Goldman Sachs reckons bad news could actually help…
..."too far, too fast"? Not yet...
For the last few earnings seasons, the message has been: “Show me growth, I have the money.” Stocks with better-than-expected…
...a triumvirate of announcements to underscore the shift from capital light equity market leadership, to the new capex intensive…
