Worrying Signs Are Already Appearing in Earnings Season - Morgan Stanley-To The Moon - Tiger Brokers Online Investing Community

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Worrying Signs Are Already Appearing in Earnings Season - Morgan Stanley

Seeking Alpha2022-04-18

Signs are emerging that Q1 earnings season will be more disappointing than expected, especially with regards to forward estimates and guidance, Morgan Stanley says."Earnings revisions breadth for the ...

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Seah CL
·2022-04-19
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PearlynCSY
·2022-04-19
The Dow Jones Industrial average fell slightly to start a big week of earnings for the market, while traders kept an eye on surging rates and commodities. Stocks whipsawed in a rollercoaster session Monday after the 10-year Treasury yield reached its highest level since late 2018, trading at 2.884% at one point.
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Cl11
·2022-04-18
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ahleemama
·2022-04-18
the big short🤡
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While this is no guarantee of a collapse of forward EPS, it is typically a sign that forward earnings estimates are going to decelerate or at least consolidate sideway.\"Inflation now an earnings headwindThe positive effects of inflation on earnings have reached their peak and will now be a headwind to growth, especially with a hawkish Fed, Wilson said.The \"de-rating has been most severe in the expensive and/or economically sensitive areas of the market while defensive areas have actually seen multiples expand,\" he noted. \"This suggests the market is worrying about higher rates and slower growth even as the overall index remains expensive.\"That's classic late cycle, according to Wilson.The forward P/E for the S&P 500 has dropped 11% from November 15, 2021 to April 13.In comparison by sector:Energy (XLE)-7%Materials (XLB)-7%Industrials (XLI): capital goods-10%, commercial and professional services-12%, transportation (IYT)-19%Consumer Discretionary (XLY): autos and components (CARZ)-18%, consumer durables and apparel-29%, consumer services-38%, retailing (XRT)-18%Consumer Staples (XLP): food and staples retail+4%, food beverage and tobacco (PBJ)+10%, household and personal products+2%Healthcare (XLV): HC equipment and services 0%, pharma, biotech and life sciences-2%Financials (XLF): banks (KBE)-17%, diversified financials-5%, insurance (IAK)+7%Tech (XLK): semis and semi equipment (SOXX) (SMH)-28%, software and services (XSW)-20%, tech hardware and equipment 0%Communication Services (XLC): communication services-19%, media & entertainment-23%, telecom (IYZ)+8%Utilities (XLU)+12%Real Estate (XLRE)-4%Goldman Sachs said there is now a 35% chance of a U.S. recession over the next two years.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9088329018,"gmtCreate":1650321633997,"gmtModify":1676534693137,"author":{"id":"4102135564535180","authorId":"4102135564535180","authorIdStr":"4102135564535180","name":"Seah CL","avatar":"https://community-static.tradeup.com/news/970bca7b04e85a42a2c8eabed7ec96d0","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"4102135564535180"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088329018","repostId":1119053843,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9088318065,"gmtCreate":1650319947429,"gmtModify":1676534692459,"author":{"id":"4092458811577680","authorId":"4092458811577680","authorIdStr":"4092458811577680","name":"PearlynCSY","avatar":"https://static.tigerbbs.com/b3e9fe7af061efe80a756d23de62e7b3","vip":1,"crmLevel":4,"crmLevelSwitch":1,"idStr":"4092458811577680"},"htmlText":"The Dow Jones Industrial average fell slightly to start a big week of earnings for the market, while traders kept an eye on surging rates and commodities. Stocks whipsawed in a rollercoaster session Monday after the 10-year Treasury yield reached its highest level since late 2018, trading at 2.884% at one point.","listText":"The Dow Jones Industrial average fell slightly to start a big week of earnings for the market, while traders kept an eye on surging rates and commodities. Stocks whipsawed in a rollercoaster session Monday after the 10-year Treasury yield reached its highest level since late 2018, trading at 2.884% at one point.","text":"The Dow Jones Industrial average fell slightly to start a big week of earnings for the market, while traders kept an eye on surging rates and commodities. Stocks whipsawed in a rollercoaster session Monday after the 10-year Treasury yield reached its highest level since late 2018, trading at 2.884% at one point.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088318065","repostId":1119053843,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9088022569,"gmtCreate":1650292191349,"gmtModify":1676534688366,"author":{"id":"4106966283834260","authorId":"4106966283834260","authorIdStr":"4106966283834260","name":"Cl11","avatar":"https://community-static.tradeup.com/news/8f5a8d86528fc0c33ba930c437756fd9","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":1,"crmLevelSwitch":0,"idStr":"4106966283834260"},"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088022569","repostId":1119053843,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9081741462,"gmtCreate":1650285072115,"gmtModify":1676534686177,"author":{"id":"3585830139314556","authorId":"3585830139314556","authorIdStr":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585830139314556"},"htmlText":"the big short🤡","listText":"the big short🤡","text":"the big short🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081741462","repostId":1119053843,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":78,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}