A look at earnings from the view of macro-economists and market technicians
A bottom-up view of earnings from professional equity analysts
Documentation, research, and support for the information provided
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The Whisper Report ®
Monday, May 3, 2021
While the expected new jobs for the month are high, data point to an acceleration in hiring that puts the potential for an upside surprise to Friday’s jobs number. In the meantime, historically high earnings beats should continue during the busies week of earnings season.
FAANG Sans the N
Monday, April 26, 2021
Earnings season picks up, including most of the FAANG stocks, and the results should be a lot like what the Fed is expected to tell us this week - more of the same.
Monday, April 19, 2021
We might not see the upside surprises like last quarter and any good news might be priced in, but look for another round of historically high percentage of earnings beats this earnings season.
The Story Remains
Monday, April 12, 2021
With earnings season starting, it is important to remember the volatility story for 2021 and two important indicators suggesting the story is unlikely to change.
Not There Yet
Monday, April 5, 2021
With some economic indicators at multi-generational highs, it is worth remembering that stock prices will peak before economic data peak... but it doesn't look like we are quite there yet.
Monday, March 29, 2021
The surprising data coming in the Durable Goods report and from the Federal Reserve last week doesn’t change the overall story, and while the stock market will be closed, Friday's jobs report has upside potential.
Fundamentals, but still the Fed
Monday, March 22, 2021
The fundamentals continue to improve, and this will continue for at least a few more months, but it is still a Fed-driven story and that becomes a near-term headwind.
More of the Same... Again
Monday, March 15, 2021
Industrial Production and the FOMC announcement might both provide some volatility but will primarily just point to more of the same as the breadth on the Nasdaq signals a potential start of a new trend.
Monday, March 8, 2021
Higher interest rates tend to result in tighter economic conditions... but not now.
Monday, March 1, 2021
Employment data continues to show a strengthening labor market and, while it might not mean upside to estimates in the jobs report on Friday given the noise in the data, the strength points to continued improvement in the months ahead.