RWL News and Press, Oppenheimer S&P 500 Revenue From 05/08/23

2023-05-08 09:05:00 ET Summary The increase in the Q1 ’23 S&P 500 EPS estimate since 3/31/23 shows a big jump and reflects an “upside surprise”. There has been an improvement in “expected 2023” sector growth rates: Consumer Discretionary has ...

2023-05-07 04:05:00 ET Summary Whenever the dominant investment narrative shifts, asset correlations tend to change as well. Conditions shifted abruptly with the Silicon Valley Bank failure. Suddenly, inflation seemed less of a threat and investor fears pivoted back towards recess...

2023-05-05 07:02:45 ET Summary RWL is an ETF that tracks an index which selects S&P 500 stocks based on a revenue-weighting criterion. Though the fund has been efficiently tracking that index, its returns and risk profile do not present any attractive case for selecting it. ...

NORTHAMPTON, MA / ACCESSWIRE / May 3, 2023 / Rockwell Automation: Electra Battery Materials , a processor of low-carbon, ethically sourced battery materials, is expanding its Ontario, Canada refinery to develop North America's first integrated electric vehicle (EV) Battery Materials Park. The ...

2023-05-02 02:20:00 ET Summary Better-than-expected results in big tech lifts S&P 500 EPS growth for Q1 2023, now set to come in at -3.7%. Potential earnings surprises this week: Marriott International. Names to watch during the second peak week: AAPL, SBUX, BUD, AMD, UBER...

2023-05-02 01:25:00 ET Summary Interest rates continue to drive markets, with central banks walking a fine line between taming inflation and avoiding recession. The Fed isn’t quite finished with the tightening cycle yet, even as the market remains optimistic that rates will...

2023-05-01 11:20:00 ET Summary After the gradual erosion in S&P 500 EPS and revenue “upside surprises” in 2022, Q1 ’23 is breaking the trend and EPS has come in much stronger than expected. If you simply watched “price action” you’d th...

2023-05-01 09:02:00 ET Summary The S&P 500 ended the week at 4169.48, rising 0.9% over its previous week's close. The CME Group's FedWatch Tool anticipates the Fed will hike the Federal Funds Rate by a quarter point to a target range of 5.00-5.25% at its upcoming meeting on 3 ...

2023-04-29 04:00:00 ET Summary The S&P 500 EPS upside surprise rate is way strong in Q1 ’23. There is only one sector that isn’t beating the estimates and that’s Real Estate with a -0.9% downside surprise rate. No question the bearish expectations head...

2023-04-29 02:20:00 ET Summary The problem with “conviction” is that it leads to various behavioral biases that interfere with portfolio returns over longer-term time horizons. The problem with having a strong “conviction” about some economic, political...