What's behind the high earnings expectations for Q2?

  • 📰 YahooFinanceCA
  • ⏱ Reading Time:
  • 48 sec. here
  • 7 min. at publisher
  • 📊 Quality Score:
  • News: 40%
  • Publisher: 63%

Earnings Estimates News

Market Strategist,Expectations,Options Market

Wall Street consensus expects earnings to grow 9% from the same period last year during the second quarter, which would mark the largest year-over-year gain ...

Wall Street consensus expects earnings to grow 9% from the same period last year during the second quarter, which would mark the largest year-over-year gain since the 2021's fourth quarter.

I'm curious how big of a driver you see earning season really being if, if it's going to be enough here to keep this momentum to the. You've seen uh you know, kind of index level volatility remain very low, but that that single stock volatility has been really high, right?But I wonder at this point if you have earnings misses that, you know, aren't accompanied by, you know, really negative revisions to kind of the uh forward guidance, right?

And that makes sense right, given their balance sheets are, you know, kind of, you know, generally better positioned and the smaller cap companies, you know, have more interest rate sensitivity, you know, and then as you kind of get into that kind of three month time frame ahead of uh the first rate cut in a cycle, you do start to see those small caps start to, you know, kind of outperform and that can continue into that kind of 3 to 6 months after the first cut cycle.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 47. in BUSÄ°NESS

Business Business Latest News, Business Business Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

Morgan Stanley's investment banking surge solidifies Wall Street dealmaking revivalA 51% jump in Morgan Stanley's investment banking fees reinforced a dealmaking revival across Wall Street, but its wealth management performance fell short...
Source: YahooFinanceCA - 🏆 47. / 63 Read more »