Showing posts with label Earnings. Show all posts
Showing posts with label Earnings. Show all posts
Tuesday, February 25, 2020

25/2/2020: No, 2019-nCov did not push forward PE ratios to 2002 levels

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Markets are having a conniption these days and coronavirus is all the rage in the news flow.  Here is the 5 days chart for the major indic...
Thursday, July 18, 2019

17/9/19: Flight from Fundamentals is Flight from Quality: Corporate Risk

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Great chart via @jessefelder highlighting the extent to which the bond markets are getting seriously divorced from the normal 'fundame...
Tuesday, May 14, 2019

14/5/19: Trump's Trade Wars and Global Growth Slowdown Put Pressure on Corporate Earnings

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The combined impacts of rising dollar strength, reduced growth momentum in the global economy and President Trump's trade wars are dri...
Tuesday, May 15, 2018

15/5/18: S&P500 Earnings Diversification: International Trading Pays

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An intersting (and occasionally covered on this blog) chart via FactSet on earnings and revenue growth for S&P500 constituents based o...
Tuesday, September 13, 2016

13/9/16: U.S. business investment slump: oil spoil?

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Credit Suisse The Financialist recently asked a very important question: How low can U.S. business investment go? The question is really a...
Wednesday, September 7, 2016

7/9/16: Don't Tell the Cheerleaders: U.S. Corporates Are Getting Sicker

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Some at the U.S. Fed think the U.S. economy is in a rude health ( http://www.cnbc.com/2016/09/06/federal-reserve-interest-rate-outllok-wil...
Wednesday, May 18, 2016

17/5/16: US Earnings Recession: Four Quarters Long... but How Much Longer?

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Recently, I have been highlighting in my Risk & Resilience course for MBAs at MIIS and on this blog the perils of corporate earnings g...
Monday, May 16, 2016

16/5/16: Earnings Surprises and Share Price Impact

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A very interesting summary graph from Factset  on the impact of earnings performance relative to consensus expectations on share prices ...
Sunday, May 15, 2016

15/5/16: Gamable EPS and Shares Buybacks

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EPS (Earnings per Share) is a corporate metric that is often pursued by the corporate managers and executives to increase their own payout...
Thursday, April 28, 2016

27/4/16: The Debt Crisis: It Hasn't Gone Away

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That thing we had back in 2007-2011? We used to call it a Global Financial Crisis or a Great Recession... but just as with other descripto...
Tuesday, November 25, 2014

25/11/2014: Irish Recovery: A Dreamland of Falling Wages & Rising Work Hours

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More fantastic news from our 'labour cost competitiveness' fairytale economy: average weekly earnings fell 0.8% y/y to EUR671.70...
Thursday, May 29, 2014

29/5/2014: Earnings in Ireland: Something's Fishy in that Murky Water?..

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Average weekly hours and earnings were released by CSO this week, covering Q1 2014 data. Remember, these are delivered in the context of r...
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Tuesday, February 18, 2014

18/2/2014: Wages and Employment: Irish labour market plight

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This is an unedited version of my Sunday Times column from February 9, 2014. In recent months, Irish Government has gone into an overd...
Thursday, June 20, 2013

20/6/2013: Heroes of our times and earnings...

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Latest data on (annual) earnings, to highlight the vast gains in Irish 'competitiveness' And the heroic folks who earned a 4.2%...