
MKT Call 7/14/22: Strategists Slash S&P 500 Targets, June Inflation Data and Bank Earnings Send Stocks Lower
RiskReversal Pod
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Earnings Expectations for the Second Half of the Year
With inflation, companies a seing higher costs. Last quarter, 85 % of pans in the index talked about inflation on their earnings calls. Some companies are able to raise prices to offset some of this inflation. And we see that in the revenue growth numbers. Ar right now, expectations for revenue growth for the second quarter, excuse me, are ten % a. If we hit that, that's the sixth rate quarter of revenue growth above ten%. We haven't seen that in quite some time.
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