Over the past few months the market has had a bifurcated view.
Q2 earnings are expected to be bad, down almost 10%.
But, by Q4, analysts have almost 10% earnings growth factored in.
Global Earnings overview
Sectors
Stocks
Implications for markets
Q2 earnings are expected to be bad, down almost 10%.
But, by Q4, analysts have almost 10% earnings growth factored in.
So, we are approaching a critical juncture. Q4 starts in a little over 2 months time. If those forecasts are as optimistic as they seem, this reporting season should see some reasonably large downgrades.
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr checked in on the reporting season to see what is happening to earnings forecasts.
Agenda:
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Samuel has a Master of Financial Planning and a Bachelors degree in Psychology. He has worked in Financial Services since 2017 as a Financial Adviser and Mortgage Broker. Sam is a dynamic individual and has a real passion for investing and compound interest. He prides himself on his professionalism and ethical conduct, always striving for the best outcomes for his clients. He really enjoys helping people achieve their goals and loves the investment journey.
