Get ready for a stormy earnings season with these 12 stocks from Goldman and other strategists.

A not-great start to the week is setting up for Wall Street, which is still smarting from too-strong jobs data and anxiously looking ahead to a CPI update. A fresh ratcheting up of tensions between Russia and Ukraine is not helping.

That advice may be obvious to some, given the dollar DXY, +0.29% has been a haven of choice in a turbulent 2022, up about 18%. Meanwhile, over at Evercore ISI, senior managing director for research, Julian Emanuel, says the coming reporting quarter is “déjà vu all over again,” with the backdrop looking much like the second quarter in July — a sense of “unrelenting Fed hawkishness weighing on markets,” nonstop policy maker rhetoric and still too-strong data.

That latter group also has the same market cap, but outperformance into that June market low, and underperformance since, with stocks hitting a new lows and downward 2023 EPS revisions.The markets Stock futures ES00, -0.19% YM00, -0.07% are headed south, with bond yields TMUBMUSD10Y, 3.889% steady, as the dollar DXY, +0.29% rises. Oil CL.1, -0.58% is lower and bitcoin BTCUSD, -0.65% is hovering at $19,400. Hong Kong HSI, -2.95% and China stocks 510210, -1.

UBS downgraded auto makers including Ford F, -1.29%, cut to sell, and GM GM, -2.92%, dropped to neutral, saying the industry is headed for oversupply amid rising costs and debt risks. “Typical of a Dickensian plot.” The great, great, great grandson of Charles Dickens on Musk vs. Twitter.

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The drop in expected S&P earnings is in the sweet spot for big stock-market gains over the next 12 monthsIt’s good news that the S&P 500’s earnings per share in the fourth quarter will likely be significantly lower than in the fourth quarter of last year, MktwHulbert explains. MktwHulbert “BeCaUsE FeD PiVoT.”
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A Jittery Stock Market Heads Into Earnings SeasonJPMorgan, PepsiCo and others report results this week, giving investors the broadest look yet at how business has held up as the Fed keeps raising rates Considering that soda can be bought with food stamps, companies like Pepsi and Coke will continue to profit during recession times.
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These stocks are sharply growing earnings despite the economic slowdown, and analysts love themCNBC Pro set out to find which stocks could still do well in this environment of muted overall earnings growth and increasing odds of a U.S. recession.
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