Published May 8, 2026
Below we offer Schwab’s analysis of the first quarter earnings. The rise in earnings and earnings expectations has driven the sharp rebound in stocks over the past few weeks. (more…)
first quarter earnings
Earnings and Commodities
Published April 22, 2022
A couple of odds and ends from our reading this week. First, Delta’s observations from the beginning of this earnings season. We note that investors are clearly on edge as the Fed drives interest rates higher, removing the free money that has served as market rocket fuel for the past few years. It will take a few months for the impact of that to shake out. Some argue that a recession is the ultimate result of the Fed’s actions. (more…)