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Second-quarter growth comfortably outstrips consensus and the index
A month ago, analysts were predicting that S&P 500 earnings growth for the second quarter would come in at a sluggish 5% year-on-year, says Sam Goldfarb in The Wall Street Journal. The spring period w
Analysts have low-balled estimates, possibly to account for the impact of tariffs
A strong earnings season across the Atlantic has shifted the debate a touch
This year’s “unusually good run” for beleaguered British shares shows “there is life in the old dog yet”, says Katie Martin in the Financial Times. True, the FTSE 100’s 10% year-to-date gain isn’t sen
European cyclicals are trading at a three-decade high relative to their non-cyclical counterparts