Weekly Strategy Perspectives: Great Expectations: What to Watch for This Earnings Season

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair.”
– Charles Dickens, A Tale of Two Cities

The Through Line: Investors are entering the Q2 reporting season buoyed by lofty expectations rooted in unexpectedly robust Q1 results. Economic statistics from the last three months suggest the strength can continue thanks to resilient consumers, strict attention to business operational efficiency and record levels of corporate transactions. Most global bourses are within an eyelash of all-time highs, so trading trigger fingers are nervous. We outline the themes to watch as results continue to roll in.

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