4 min listen
Updates on Reporting Season, Sentiment, Small Caps
Updates on Reporting Season, Sentiment, Small Caps
ratings:
Length:
7 minutes
Released:
May 7, 2024
Format:
Podcast episode
Description
The big things you need to know: Three big things you need to know: First, after a weak start to 1Q24 reporting season, it has settled into a groove on the stats. Second, we review our thoughts on key themes on company earnings calls so far. Third, we highlight what’s jumping out on our high frequency indicators. This includes our main sentiment indicator (which we still think hasn’t fallen enough) and our rundown of the key headwinds and tailwinds for Small Caps (which both weakened last week).
Released:
May 7, 2024
Format:
Podcast episode
Titles in the series (100)
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