Business
The Four New Things We Learned In Week Three of 2Q21 Reporting Season
2021-08-02
Download
Right click and do "save link as"
This week in the podcast
(1) Most of the major trends and themes for 2Q reporting season that we’ve been
highlighting over the past few weeks remained intact. (2) We learned four new,
important things last week on slowing growth rates, supply chains, labor, and
COVID/mobility. (3) It’s not unusual for slowing growth rates to trip up the
stock market temporarily following recessions. (4) The high-frequency data we
track suggest mobility trends remain constructive.
More Episodes
Running the Numbers
2022-02-28
2022-02-28
Russia Rundown
2022-02-18
2022-02-18
Bottoming, Stabilization, Recovery, and Risk
2022-02-14
2022-02-14
Halftime Report For 4Q21 Reporting Season
2022-02-07
2022-02-07
Five Good Things We See In The Data
2022-02-02
2022-02-02
A Bad Start, Perhaps Just Bad Enough
2022-01-24
2022-01-24
The Stock Market’s Tug of War
2022-01-19
2022-01-19
Happy New Year to Value
2022-01-14
2022-01-14
US Equity Market Outlook: Goodbye to 2021
2021-12-15
2021-12-15
Investor Views on the Omicron Variant
2021-11-30
2021-11-30
Catching Up
2021-11-15
2021-11-15
A Good Enough Start To 3Q21 Reporting Season
2021-10-19
2021-10-19
Get this podcast on your
phone, FREE
