Read the full article on FactSet Insight.
Excerpt:
Now that the fourth quarter earnings season is in the rear-view mirror, investors aim to spot clues from outlooks given at analyst and investor days in March. This is peak season for these important gatherings before the Q1 reporting season begins in mid-April. With inflationary pressures returning to the headlines and what may be a weakening labor market over the ensuing months, corporate executives may have to tighten their belts in order to maintain profitability.
Related Content
-
Earnings Hold the Line as Retailers get Ready to Report Amid Major Sector Rotation and Tech Fallout
-
2026 Themes Emerge Leading Into a Busy Q1 Second Half Investor Conference Season
-
The Great AI Squeeze: High Costs Take Center Stage in Hyperscalers’ Earnings Reports
-
Investor Days to Watch: What Utilities, Energy, Industrials, and Banks Could Tell Markets
-
Interim Data Spotlight: TSM, TSLA and COST
-
Tech Rebound Soothes Greenland-Induced Shivers, Just as Earnings Season Hits Its Stride
-
Energy Stocks Steady Amid Macro Chaos, with a Sunday Night Earnings Surprise Ahead
-
Did the Banks Just Set the Stage for Another Quarter of Double-Digit S&P 500 EPS Growth?
-
A Quiet Start to 2026 Macro—If You Ignore Everything That’s Happening
-
Q4 2025 Earnings Preview: Can Corporate Profits Sustain S&P 500 Record Highs?
