Earnings Season: Week 1 of Q1 2023
Tim Anderson, Managing Director at TJM Investments, shares updates from week one of earnings season, thoughts on bullish European equity markets, and why the US debt ceiling doesn't matter to markets.
Where Will The Fed Go In 2023?
Jonathan Corpina, Senior Managing Partner, Meridian Equity Partners discusses where the Fed might take interest rates in 2023, the sliding value of the dollar, and earnings season as analysts contemplate earnings compression.
Outlook As 2022 Winds Down
Peter Tuchman, aka “the Einstein of Wall Street” aka “the most photographed man on Wall Street” shares his take on the indirection in the market, the latest earnings calls from US retailers, and where investors are looking
Busy Week Caps Best Month Since 2020
The last week of July saw over a third of S&P 500 companies' Q2 earnings calls, the Fed raise interest rates 75bps, the second consecutive quarter of negative growth, and the market's best month since 2020.
Consumer Spending Betraying Sentiment
The market is still searching for direction amidst the ides of July and Q2 earnings calls, strong consumer spending and near-half-century-low consumer sentiment, and fund managers reducing their allocation to equities to lows not seen since October 2008.
All Eyes On Earnings
TJM Investments Managing Director Tim Anderson shares his thoughts on June's CPI report, a possible peak in inflation, pending earnings calls as an indicator, and what to look for in the market's reaction to those calls.