ACTV - Navigating Earnings Season: The Coming Outlooks

2024-07-11 13:36:00 ET

Summary

• Companies will be updating their annual revenue and earnings guidance, providing tangible outlooks for the U.S. and global economies.
• The FOMC’s outlook for inflation has become more uncertain, despite the need for more certainty about inflation.
• The pricing power of consumer staples companies may be stalling or reversing, but this trend does not matter for the FOMC’s preferred “core” inflation calculation.

By Samuel Rines

Welcome to our new weekly blog series, “Navigating the Earnings Season.” In this series, I will dive into the world of earnings reports from major companies, spanning giants like JPMorgan ( JPM ) and Pepsi ( PEP ), as well as niche players in various sectors. As the earnings season unfolds, these corporate outlooks offer real-world insights that often contrast sharply with the uncertainty emanating from the Federal Open Market Committee (FOMC)....

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