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The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research

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Content provided by Freedom Investment Management, Inc. and Freedom Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Freedom Investment Management, Inc. and Freedom Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to contextualize earnings revisions with other data to provide a more robust market outlook. Zacks recognizes the headwinds of higher interest rates and a deceleration in post-pandemic spending, so investors should be mindful of the quality of the companies, such as whether those companies can weather the storm of higher costs of capital while growing their earnings.

  continue reading

89 episoade

Artwork
iconDistribuie
 
Manage episode 409103238 series 2325901
Content provided by Freedom Investment Management, Inc. and Freedom Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Freedom Investment Management, Inc. and Freedom Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to contextualize earnings revisions with other data to provide a more robust market outlook. Zacks recognizes the headwinds of higher interest rates and a deceleration in post-pandemic spending, so investors should be mindful of the quality of the companies, such as whether those companies can weather the storm of higher costs of capital while growing their earnings.

  continue reading

89 episoade

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