Earnings Breadth
Mar
08
2016
Where’s The Profit Leverage?
Industrial commodity prices and the latest ISM figures both point to a stabilization in the manufacturing sector following a two-year deceleration. Expectations for this year’s earnings have turned more optimistic as a result, but are the hopes warranted?
Aug
07
2013
The Economy And Earnings
The YTD surge of 19% in the S&P 500 should ensure a stronger second half economy, and the big five-point jump in the latest Purchasing Managers Survey (ISM) might be the first evidence of this.
Aug
07
2012
The Risks Of Record Margins…
While the big S&P companies’ EPS have held up, our earnings breadth work has not held up as well. Part of this development can be traced back to February 2011’s “Point of Recognition.”
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