Earnings Outlook
by Sheraz Mian
Latest episode
What Would Blowout Q3 Earnings Results Look Like?
What Would Blowout Q3 Earnings Results Look Like?
About this podcast
Bringing you all you need to know about the current earnings season
Episodes
The newest 20 of 53 episodes
- What Would Blowout Q3 Earnings Results Look Like? · 14 min · Episode 53We discuss what would it take for companies surpass expectations this earnings season given how strong the last earnings season was.
- S&P 500 Q2 Earnings: Stripping Out the Outsized Impact of Alphabet and Micron · 14 min · Episode 52The picture emerging from Q2 earnings is one of broad-based strength. Companies are comfortably beating consensus estimates—even as those forecasts were revised upward leading…
- What Do Retail Earnings Reports Tell Us About Consumer Spending Trends? · 15 min · Episode 51We try to make sense of the consumer spending backdrop from the somewhat somber tone of management commentary on the retail earnings calls.
- What Does the Strong Q1 Earnings Growth Say About the Economy? · 13 min · Episode 50We discuss the economic read-through and the earnings outlook for the Tech, Energy, and Retail sectors.
- Stock Market Strength Reflects Earnings Power · 15 min · Episode 49The outlook for corporate earnings has received a material boost from the very strong quarterly results in the ongoing Q1 earnings season. We should keep in mind, however, that…
- Q1 Earnings Growth on Track to be Highest in Four Years · 13 min · Episode 47We discuss the evolving earnings picture in light of early results from the likes of Delta Air Lines (DAL), JPMorgan (JPM) and others.
- Tariffs, Margins and the Q4 Earnings Season · 12 min · Episode 49We discuss Retail sector results and the impact of tariffs on earnings and margins.
- Why Have Tech Stocks Lost Their Mojo? · 14 min · Episode 46We discuss to what extent the recent loss of momentum in Tech stocks is tied to their Q4 earnings results.
- The Earnings Impact of Tariffs · 12 min · Episode 45We discuss the ongoing Q4 earnings season, with a focus on what impact tariffs are having on the overall earnings picture
- What Are the Tailwinds for Bank Stocks? · 12 min · Episode 44We discuss bank earnings, the credit card announcement and the outlook for the industry and bank stocks.
- Can Strong Earnings Justify High Stock Valuations? · 8 min · Episode 43With the 2025 Q4 earnings season about to begin, we discuss how critical the overall earnings picture is to the stock market.
- Will the Q3 Earnings Season Prove Positive for the Market? · 11 min · Episode 42We discuss results from the big banks and evaluate what to expect from the coming quarterly reports.
- Do Stocks Have the Fuel Move Higher? · 13 min · Episode 41We discuss whether the Q2 earnings season provides a fundamental rationale for the market's recent gains.
- Is the Q2 Earnings Bar Set Too Low? · 16 min · Episode 40We discuss the Q2 earnings season and whether expectations may have been too low.
- Making Sense of Earnings Estimates Revisions Trend · 18 min · Episode 39While estimates have been under pressure in recent weeks due to the tariff uncertainty, they appear to be starting to stabilize.
- The Earnings Impact of the New Tariff Regime · 17 min · Season 38We try to size up the impact of higher tariffs on S&P 500 earnings and what sectors are most exposed.
- Are Investors Too Focused on Company Fundamentals? · 13 min · Episode 37We discuss whether market participants are missing the big picture in focusing too much on earnings releases
- Earnings Results & the Trump Administration · 15 min · Episode 36We discuss the ongoing Q4 earnings season and whether earnings releases may take the back seat to the new administration's daily announcements.
- What will the Coming Retail Earnings Reports Show? · 15 min · Episode 35We discuss what the coming Retail earnings reports will tell us about consumer spending trends
- Making Sense of the Early Q3 Earnings Results · 15 min · Episode 34The run of Q3 results from the banks have broadly been positive in recent days. But before the banks started reporting results, we saw weak results from homebuilders Lennar (LEN)…
