Concerning Earnings: What to Look for in Q2 Reports

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Rosenberg Round-Up

Rosenberg Research

36 episodes

5 days ago

Providing investors with key macro and market developments, insightful data analysis, and actionable ideas that are top of mind for the Rosenberg Research team in the the week ahead.

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Providing investors with key macro and market developments, insightful data analysis, and actionable ideas that are top of mind for the Rosenberg Research team in the the week ahead.

Investing

Business

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Concerning Earnings: What to Look for in Q2 Reports

Rosenberg Round-Up

18 minutes 39 seconds

1 year ago

Concerning Earnings: What to Look for in Q2 Reports

Powell signaled the need for more “confidence” in his congressional testimony – did a light inflation print deliver it? We also touch on political and economic developments in Europe, and shine our spotlight on the upcoming earnings season.

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In This Episode

The Week in Review (0:41) — U.S. CPI delivers a downside surprise, and why we were disappointed by Powell’s testimony

The Week Ahead (11:21) — Activity data in the U.S. as politics dominates the news flow

The Spotlight (14:19) — What to look for and where to find value as Q2 earnings season kicks off