Navigating Earnings Season
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Just as earnings season ends, it begins once again. In his new weekly blog series, “Navigating the Earnings Season,” Samuel Rines discusses the upcoming earnings season and the importance of company outlooks for the U.S. and global economies.
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Earnings season never really ends, and listening closely can be powerful for uncovering both positive and negative trends. Samuel Rines exhibits a positive outlook for the U.S. consumer based on the performance of companies like Costco, Ross Stores and Constellation Brands.
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For the past 30 years, inflation has been a non-issue for consumers, but the dynamic has changed. Against this backdrop, Samuel Rines explores the impact of rising inflation on consumer sentiment and the potential impact of recent announcements of price cuts by major retailers.
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Sometimes, earnings season provides clarity to the economic outlook; sometimes, it does not. This earnings season is a bit of both. Samuel Rines reviews a few companies’ earnings reports and emphasizes the importance of understanding U.S. consumers.
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Earnings season has only just begun, but there are already a few meaningful themes beginning to emerge. Samuel Rines walks through a few companies' earnings reports and what they mean for the economy.
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