Following the 2nd full week of quarterly earnings results, the percentage of beats crept higher to 72% while the median size of Earnings per Share surprise lessened to 5.7%. Sequential
Weekly Review & Outlook: October 21, 2024
Hurricane Milton disrupted activity across Florida including last week’s note. High winds and rain were destructive to many areas including Vero Beach. Work is still underway to repair damaged utilities
Weekly Review & Outlook: September 30, 2024
Third quarter themes held steady with Services sector PMI growth, moderating consumer inflation and weak consumer sentiment. This week’s jobs report seems to be taking on increased weight in evaluating
Weekly Review & Outlook: September 23, 2024
“It seems that’s so far away now, my own sense is that we’re not going back to that. But honestly, we’re going to find out. But it feels, it feels
Weekly Review & Outlook: September 16, 2024
Returning with comments after 3 weeks, we have updates on inflation, jobs and economic activity. We also have meaningful 3rd quarter trend updates from 2 large Financial companies. Altogether I
Weekly Review & Outlook: August 26, 2024
“We do not seek or welcome further cooling in labor market conditions.†– Jay Powell Federal Reserve Chairman Powell declared in his Jackson Hole address that “the time has come