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wiar 12-14-23

Latest Morning Briefing Executive Summary: Drugs, China & AI The S&P 500 sector with the brightest 2024 earnings growth outlook is none other than Health Care, with a share price index that’s a deep underperformer this year, Jackie reports. One of its component industries accounts for much of both this year’s stock price pain and next year’s...

Fri Dec 15, 2023 00:08
Drugs, China & AI BLURB

Calendars US: Thurs: Retail Sales 0.2%m/m/1.6%y/y; Business Inventories 0.0%; Initial Jobless Claims 221k; Import & Export Prices -0.8%/-1.0%; Atlanta Fed GDPNow; Fed’s Balance Sheet; IEA Monthly Report. Fri: Empire State Manufacturing Index 2.00; Headline & Manufacturing Industrial Production 0.3%/0.5%; Capacity Utilization 79.2%; S&P M-PMI...

Thu Dec 14, 2023 02:06
Drugs, China & AI

Check out the accompanying pdf and chart collection. Executive Summary: The S&P 500 sector with the brightest 2024 earnings growth outlook is none other than Health Care, with a share price index that’s a deep underperformer this year, Jackie reports. One of its component industries accounts for much of both this year’s stock price pain and next...

Thu Dec 14, 2023 02:06
wiar 12-13-23

Latest Morning Briefing Executive Summary: Earnings: Yesterday, Today & Tomorrow S&P 500 companies collectively outperformed industry analysts’ Q3 expectations, posting record-high revenues and earnings per share. The profit margin was the highest in four quarters, suggesting that the cost-push inflation pressures that had weighed on margins...

Wed Dec 13, 2023 23:02
Earnings: Yesterday, Today & Tomorrow BLURB

Calendars US: Wed: Fed Interest Rate Decision 5.50%; FOMC Economic Projections; Headline & Core PPI 0.1%m/m/1.0%y/ & 0.2%m/m/2.3%y/y; MBA Mortgage Applications; OPEC Monthly Report; Crude Oil Inventories & Gasoline Production. Thurs: Retail Sales 0.2%m/m/1.6%y/y; Business Inventories 0.0%; Initial Jobless Claims 221k; Import & Export...

Wed Dec 13, 2023 03:07
Earnings: Yesterday, Today & Tomorrow

Check out the accompanying pdf and chart collection. Executive Summary: S&P 500 companies collectively outperformed industry analysts’ Q3 expectations, posting record-high revenues and earnings per share. The profit margin was the highest in four quarters, suggesting that the cost-push inflation pressures that had weighed on margins are easing....

Wed Dec 13, 2023 03:07

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