June 4, 2026Episode 5115 min
What Do Retail Earnings Reports Tell Us About Consumer Spending Trends?
We try to make sense of the consumer spending backdrop from the somewhat somber tone of management commentary on the retail earnings calls.
Episodes
51
Latest episode
Jun 2026
Language
EN
About the show
Bringing you all you need to know about the current earnings season
Listen to episodes
May 14, 2026Episode 5013 min
What Does the Strong Q1 Earnings Growth Say About the Economy?
We discuss the economic read-through and the earnings outlook for the Tech, Energy, and Retail sectors.
April 30, 2026Episode 4914 min
Stock Market Strength Reflects Earnings Power
The outlook for corporate earnings has received a material boost from the very strong quarterly results in the ongoing Q1 earnings season. We should keep in mind, however, that the earnings picture was fairly strong coming into this reporting cycle already.
April 17, 2026Episode 4712 min
Q1 Earnings Growth on Track to be Highest in Four Years
We discuss the evolving earnings picture in light of early results from the likes of Delta Air Lines (DAL), JPMorgan (JPM) and others.
February 27, 2026Episode 4912 min
Tariffs, Margins and the Q4 Earnings Season
We discuss Retail sector results and the impact of tariffs on earnings and margins.
February 12, 2026Episode 4613 min
Why Have Tech Stocks Lost Their Mojo?
We discuss to what extent the recent loss of momentum in Tech stocks is tied to their Q4 earnings results.
January 29, 2026Episode 4512 min
The Earnings Impact of Tariffs
We discuss the ongoing Q4 earnings season, with a focus on what impact tariffs are having on the overall earnings picture
January 15, 2026Episode 4412 min
What Are the Tailwinds for Bank Stocks?
We discuss bank earnings, the credit card announcement and the outlook for the industry and bank stocks.
January 9, 2026Episode 438 min
Can Strong Earnings Justify High Stock Valuations?
With the 2025 Q4 earnings season about to begin, we discuss how critical the overall earnings picture is to the stock market.
October 16, 2025Episode 4210 min
Will the Q3 Earnings Season Prove Positive for the Market?
We discuss results from the big banks and evaluate what to expect from the coming quarterly reports.
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