At a moment for investors in which consensus feels particularly elusive, our Chartbook is in keeping with the times.
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This is the final peak week of Q2 earnings season with nearly 3,000 companies expected to report.
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The S&P 500’s Q2 EPS beat rate has been impressive, but overall corporate earnings growth trends are less sanguine.
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Pay close attention to management guidance and economic outlooks as the second half presses on.
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Despite interest re-entering the IPO market within the past month, the
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With the frenzy around OpenAI’s ChatGPT technology and generative artificial intelligence trained on vast collections of unstructured data to create large language models, there’s a race to experiment with these new tools in capital markets.
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While credit markets remain tight and as fears of a global economic slowdown persist, signs are there that the next few quarters could feature some prominent ventures going public.
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Themes from Q2 and for H2 2023: possibility of recession, increasing interest rates, employment situation.
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