A collection of overhyped metrics forecast gloom, but are easily debunked.
We looked at the second estimate of Q3 US GDP so you didn’t have to.
Earnings beat expectations, which is good enough for stocks.
Despite the headline drop, Q1 earnings aren’t a sign of impending gloom for markets.
Different corporate earnings measures don’t tell wildly different stories.
Outside Energy, Corporate America continues chugging along.
A projected downtick in S&P 500 profit margins is not a prophecy of doom.
Stagnating headline earnings aren’t the full story.
Corporations aren’t masking weakness with flashy mergers.
Q1 earnings defied the strong-dollar doomsayers.
While most attention paid to the rising dollar frets its potential impact on multinationals’ revenues, there is a benefit most aren’t noticing.
Strip out the Energy sector, and S&P 500 earnings look just fine.
We investigate the claim that a strong dollar will kill large-cap US stocks.
Headlines warn of a gloomy Q1 earnings season, but we don’t see much reason for investors to get the blues.
Is Q4 2013’s better-than-expected corporate earnings growth sustainable enough for the bull to carry on?
Earnings season is in full swing and a closer look at the most recent earnings report suggests the economy is, too.
Earnings are still at all-time highs and rising, with less economically sensitive sectors leading the charge.
Stocks don’t need gangbusters economic growth in order to keep marching higher.
Q1 earnings season is winding down. What do the data show?
Lately, we’ve seen claims stocks’ rally is a Fed-fueled bubble—but strong earnings and other fundamentals show that’s not the case.
CEOs are cautious about the future, but don’t take that as a sign of doom.
Aggregate S&P 500 earnings growth was flat in Q3, but this bull market still has room to run.
Tuesday’s news roundup includes a US earnings update sandwiched between a couple European updates. Bon appétit!
Corporate earnings grew again in Q4—the ninth straight quarter of growth.
Strong Q3 earnings and record-high Black Friday sales illustrate the disconnect between sentiment and reality.
In economic news Tuesday, eurozone GDP grew modestly, US wholesale inflation was tame and US retail sales grew again.
US companies are on track for eight straight quarters of earnings growth.
As another earnings season winds down, an update on how the numbers continue to play out.
Amid steep market volatility, it’s important to recognize the widely discussed negatives but also to balance them against material economic positives to get a clearer view.
A surprisingly positive earnings season has many wondering when tepid economic growth will catch up.
While Q1 GDP was unchanged, dueling headlines said corporate profits both rose and fell.
A new Fed survey shows banks are healthier and lending is improving, but profit margins may be squeezed awhile longer.
Q1 2011 corporate profit growth may be more subdued relative to past quarters, but Fisher Investments MarketMinder finds that normal in the course of an ongoing expansion.
US Q4 2010 corporate profits were once again hugely positive—proof of overall US corporate health.
|Subdued US blue chips earnings reports shouldn't surprise—nor necessarily disappoint.|
|MarketMinder is thankful for a quite a few things this year. |
|US firms are increasingly using their sizable war chests to boost earnings and shrink share supply. |
|Though little noted, corporate earnings are again trouncing analysts' expectations. |
|We could see another quarter of solid S&P 500 earnings.|
|Beneath the surface, Friday's US durable goods report showed businesses confidently deployed cash in August.|
|Earnings season is here, and the last couple quarters' strong earnings showing seems likely to continue. |
|As stocks waver on euro-worries, global economic fundamentals continue their strong showing. |
|S&P 500 companies reporting earnings thus far are beating analysts' expectations—by a wide margin.|
|Companies are achieving better-than-expected earnings by reacting quickly to the economic downturn.|
|Earnings show banks' traditional capabilities are intact.|
|Some traditional stock valuation metrics are quickly approaching long-term averages. But compared to investment alternatives, stocks are still very cheap.|
|Investor reactions to first-quarter earnings reports will be a function of expectations. |
|Can a government save an industry? Detroit's Big Three are hoping so. |
|Despite the gloomy headlines, there are plenty of companies reporting positive earnings. |
|Earnings season is proving to be a bumpy ride, but good news exists. |
|Globalization helps US firms profit from global economic strength. |
|Take criticisms of current CEOs and Fed activity with a grain of salt—especially when coming from predecessors. |
|Folks tend to base broad economic views on local circumstances and solitary storylines. This earnings season, be wary of assigning too much weight to the performance of a small set of traditional economic bellwethers—there's a wider world out there. |
|As two troubled Financials firms prepare to go on the auction block, note they are getting bought out by other Financials firms. The sector isn't as imperiled as it may appear.|
|We've written before in this space on the complexities and absurdities of today's accounting systems.|
|We've sounded like a broken record lately: the global economy is thriving, 2007 will be another good year for stocks, and so on.|
|It's been one of the best periods for US corporate earnings since World War II.|
|Yawn…another quarter, another double-digit rise in corporate earnings.|
|Already third quarter earnings are coming in well ahead of expectations.||
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