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Feature: US banks
Reactio
Second-quarter growth comfortably outstrips consensus and the index
Analysts have low-balled estimates, possibly to account for the impact of tariffs
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
A strong earnings season across the Atlantic has shifted the debate a touch
There is an interesting change taking place in global equity markets. Investors are shifting their focus from US equities towards global stocks. Emerging markets are leading the charge, but demand for
After a couple of decades in the doldrums, UK banks have performed well over the past 18 months. The FTSE 350 Banks index is up by 70% since the start of 2024, outperforming both the Nasdaq (up 35%) a