S&P 500 Earnings During Recessions
Published 09/13/22 Source: Bloomberg by Gina Martin Adams and Gillian Wolff Recent recession experiences have led most to believe that S&P 500 earnings are likely to get crushed in response to higher interest rates, but an examination of longer-term history shows earnings declines vary extensively. Without clear economic excesses to be resolved, the consensus for […]
US Corporate Profits Soar, Taking Margins to Widest Since 1950
Thursday, August 25, 2022 08:42 AM Source: Bloomberg By Reade Pickert A measure of US profit margins has reached its widest since 1950, suggesting that the prices charged by businesses are outpacing their increased costs for production and labor. After-tax profits as a share of gross value added for non-financial corporations, a measure of aggregate […]
US Labor Market Shows No Signs of an Imminent Recession
Thursday, July 7, 2022 03:00 AM Source: Bloomberg, Coner Sen Checking in on the health of the economy used to mean a quick glance at a handful of indicators: unemployment and inflation rates, a couple quarters of gross domestic product growth, housing market sales, maybe the recent performance of the stock market. That approach isn’t as […]
Goldman names its top tech giants to weather volatility — and gives one upside of nearly 140%
CNBC Pro PUBLISHED THU, MAY 26 2022 9:22 PM EDT Zavier Ong Goldman Sachs has named four “compelling” buying opportunities in tech after a mixed bag of first-quarter earnings. The stocks offer solid topline growth and are more likely to prevail amid the current market volatility, the bank said. After years of market-beating returns, tech stocks have […]
Wharton’s Jeremy Siegel says the struggling stock market now looks attractive for long-term investors
CNBC PUBLISHED FRI, APR 29 2022 5:10 PM EDT Kevin Stankiewicz Wall Street just finished up a brutal April, and Wharton School’s Jeremy Siegel told CNBC he’s now liking where the stock market sits. In an interview on “Closing Bell: Overtime,” the longtime University of Pennsylvania finance professor stressed it’s impossible to know if the […]
Fundstrat’s Tom Lee says FAANG stocks are value buys amid tech sell-off
CNBC PUBLISHED WED, APR 27 2022 12:47 PM EDT Samantha Subin Fundstrat Global Advisors’ Tom Lee believes the latest tech sell-off is a buying opportunity for FAANG names that are on the verge of value prices. “As you know investing isn’t really about trying to make money every month, but it is about trying to […]
Top Wall Street analysts are getting bullish on these stocks for the long run
CNBC PUBLISHED SUN, MAY 1 2022 9:11 AM EDT Swati Goyal, Tipranks.com Earnings season can bring heightened volatility to the markets, and this time it’s showing no sign of slowing down. In tumultuous times like these, short-term bets can be dangerous. Instead, investors may better withstand the turbulence by taking a long-term perspective. Some of Wall […]
Analysts are mostly confident Amazon can work through inflationary pressures, JPMorgan says ‘buy the pullback’
CNBC PUBLISHED FRI, APR 29 202210:22 AM EDT Sarah Min@_SARAHMIN Wall Street analysts haven’t lost faith in Amazon even after the e-commerce giant’s mixed quarterly report. Amazon shares dropped nearly 12% on Friday after the company signaled rising inflation will hurt sales amid growing exposure to macro pressures from the Russia invasion in Ukraine. Amazon also recorded […]
JPMorgan says the stock sell-off is overdone and recession risk is overblown
Financial markets should be able to recover from the recent sell-off with the help of the Federal Reserve and the U.S. government, according to JPMorgan Chase.