EQUITIES: Earnings Cycle Reaching Critical Mass
Last updated at:Jan-26 17:11By: Edward Hardy
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- Cycle reaches critical mass in the coming week, with over 30% of the S&P 500 by market cap set to report. Full schedule including timings, EPS & revenue expectations here: MNIUSEARNINGS300123.pdf (rbl.ms)
- Highlights include Apple, Amazon, Alphabet (close to $4.5trl in market cap alone) as well as carmakers General Motors & Ford as well as ExxonMobil, Pfizer and Meta Platforms
- The median US corporate has beaten on both EPS (71% beat forecast) and sales (68% beat forecast) this cycle
