Earnings Recap: Glass Half Full?

Meghan Shue |
Wilmington Wire
This is a picture of clean water pouring into a transparent glass taken in a natural background in a beautiful day and sunshine.

August 9, 2022—A pivotal earnings season is nearly in the books, and the results have given fodder for the bulls. The S&P 500 index is up 9% since earnings season kicked off on July 16. Importantly, this is also a period that has coincided with declining energy prices, lower interest rates, and a Federal Reserve (Fed) meeting for which market participants exhausted themselves reading between the lines.

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Markets on a Knife-edge

Meghan Shue |
Wilmington Wire
Adventurer sitting at the summit of the top Half Dome in California. At his feet the precipice and the wonderful views accompany him.

June 21, 2022—The market has been throttled by upside surprises to inflation, downside surprises to broader economic data, and a Fed scrambling to catch up before inflationary expectations run away. Pessimism is piling up among consumers, business executives, investors, and economists. We remain in the “no recession” camp over the next 12 months but recognize risks clouding the economic view.

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