Episodes
52
Latest episode
Jul 2026
Language
EN
Bringing you all you need to know about the current earnings season
The picture emerging from Q2 earnings is one of broad-based strength. Companies are comfortably beating consensus estimates—even as those forecasts were revised upward leading into the reporting cycle—while the overall pace of earnings growth continues to accelerate noticeably.
We try to make sense of the consumer spending backdrop from the somewhat somber tone of management commentary on the retail earnings calls.
We discuss the economic read-through and the earnings outlook for the Tech, Energy, and Retail sectors.
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.
We discuss the evolving earnings picture in light of early results from the likes of Delta Air Lines (DAL), JPMorgan (JPM) and others.
We discuss Retail sector results and the impact of tariffs on earnings and margins.
We discuss to what extent the recent loss of momentum in Tech stocks is tied to their Q4 earnings results.
We discuss the ongoing Q4 earnings season, with a focus on what impact tariffs are having on the overall earnings picture
We discuss bank earnings, the credit card announcement and the outlook for the industry and bank stocks.
With the 2025 Q4 earnings season about to begin, we discuss how critical the overall earnings picture is to the stock market.
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Phil Rogacki & Jared Abrojena
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