US Dollar – Time to Weaken ?

Factset published an excellent post this afternoon on the US dollar’s impact on SP 500 earnings and revenue:   It is clear that US companies with more than 50% of their revenue outside the US, are generating just half the … Continued

SP 500 Earnings Revisions Firmly Negative

The above table is SP 500 estimate revisions that are tracked every week from the I/B/E/S by Refinitiv report “This Week in Earnings”, published every Friday. What is really interesting in the revision pattern is that every Q1 of every … Continued