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 * October PCE cooler than expected, continuing claims highest since Nov-21
   02:44 PM GMT+1
 * OPEC+ announces additional 1M bpd in cuts
   04:10 PM GMT+1
 * Today's Fedspeak overshadowed by Waller earlier this week, Powell tomorow
   04:50 PM GMT+1
 * November bounce
   12:18 PM GMT+1
 * 2023 winners funding rotations to secular growth/duration
   01:10 PM GMT+1
 * October PCE cooler than expected, continuing claims highest since Nov-21
   02:44 PM GMT+1
 * OPEC+ announces additional 1M bpd in cuts
   04:10 PM GMT+1
 * Today's Fedspeak overshadowed by Waller earlier this week, Powell tomorow
   04:50 PM GMT+1
 * November bounce
   12:18 PM GMT+1
 * 2023 winners funding rotations to secular growth/duration
   01:10 PM GMT+1
 * October PCE cooler than expected, continuing claims highest since Nov-21
   02:44 PM GMT+1
 * OPEC+ announces additional 1M bpd in cuts
   04:10 PM GMT+1
 * Today's Fedspeak overshadowed by Waller earlier this week, Powell tomorow
   04:50 PM GMT+1
 * November bounce
   12:18 PM GMT+1
 * 2023 winners funding rotations to secular growth/duration
   01:10 PM GMT+1
 * October PCE cooler than expected, continuing claims highest since Nov-21
   02:44 PM GMT+1
 * OPEC+ announces additional 1M bpd in cuts
   04:10 PM GMT+1
 * Today's Fedspeak overshadowed by Waller earlier this week, Powell tomorow
   04:50 PM GMT+1
 * November bounce
   12:18 PM GMT+1
 * 2023 winners funding rotations to secular growth/duration
   01:10 PM GMT+1


INDUSTRY INSIGHTS

Earnings Companies and Markets Energy
November 20, 2023 Fewer S&P 500 Companies Discussing “Recession” on Earnings
Calls for 5th Straight Quarter
Given continuing concerns in the market about a possible economic slowdown or
recession, did more S&P 500 companies comment on recession during their earnings
conference calls for the third quarter relative to recent quarters?
By John Butters
Earnings
Read More
November 17, 2023 Fewer S&P 500 Companies Discussing “Inflation” on Earnings
Calls for 5th Straight Quarter

By John Butters
Earnings
Read More
November 10, 2023 Analysts Expect S&P 500 Earnings Growth to Improve in 1st Half
of 2024
For the third quarter, the S&P 500 is reporting (year-over-year) earnings growth
of 4.1%. However, for the fourth quarter, analysts are now projecting
(year-over-year) earnings growth of only 3.2%. Do analysts believe
(year-over-year) earnings growth rates will continue to decline sequentially
into the first half of 2024?
By John Butters
Earnings
Read More


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