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华尔街为收入季节的高峰欢呼

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Moomoo News Global 发表了文章 · 2021/07/11 22:55
Another round of earnings season is coming this week. US conglomerates are expected to reveal the strongest ever rebound in revenue second-quarter earnings season, supported by the scale of the recovery in corporate America’s fortunes since the depths of 2020.
来源:彭博
来源:彭博
While earnings are expected to reach a peak in the second quarter, the above chart also illustrates how sharp they fell a year ago, when households and much of the economy were bruised badly by the global public health crisis.
More broadly, companies in the $标普500指数 (.SPX.US)$are expected to see a 63.6% increase in earnings in the second quarter from a year before, which would mark its highest 12-month climb since the fourth quarter of 2009, according to FactSet analysts.
Week Ahead Calendar
资讯来源:moomoo
资讯来源:moomoo
分析师们对这个盈利季有什么看法?
-CNBC的吉姆·克雷默周五展望了盈利季的开始
-富国银行高级全球市场策略师斯科特·雷恩在一份备忘录中写道
-瑞士信贷美国首席股票策略师乔纳森·戈勒布谈到银行业
— 大卫·科托克(David Kotok)是康伯兰的首席投资官。
— 拉里·科迪斯科(Larry Cordisco)是Osterweis Growth & Income Fund的联席投资组合经理。
— 纽伯格伯曼(Neuberger Berman)首席股票投资官约瑟夫·阿马托(Joseph Amato)本周撰写了有关即将到来的企业报告季的文章。
— 汤姆·汉考克(Tom Hancock)是GMO Quality Fund的首席投资组合经理。
金斯伍德集团首席投资官鲁珀特·汤普森发出了警告。
资料来源:CNBC、彭博社、道琼斯、金融时报
免责声明:此内容由Moomoo Technologies Inc.提供,仅用于信息交流和教育目的。 更多信息
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