RiskReversal Pod
Mega Earnings Week On Tap with SoFi's Liz Young
Jan 29, 2024
Guest Liz Young, Market strategist at SoFi, joins Guy Adami to preview the biggest week of earnings this season. They discuss the yield curve, market sentiment, consumer credit concerns, small caps, oil/energy, dividend aristocrats, and consumer sentiment affecting the economy.
27:41
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Quick takeaways
- Tech companies' earnings performance will determine the market's durability and expansion behavior.
- Consumer sentiment remains high, but rising oil prices and credit concerns could impact it negatively.
Deep dives
Earnings Season and Tech Stocks
Earnings season has arrived, and it is expected to be a crucial time for many companies, particularly in the tech sector. With a substantial portion of S&P market cap reporting, including five mega cap tech names, the market is eager to see if these companies can live up to their valuations and justify their leadership status. However, concerns about high valuations and the ability to sustain growth and expand margins are starting to emerge, especially as the overall economic fundamentals have not seen significant changes. The performance of these tech stocks will play a critical role in determining the true durability and expansionary behavior of the market.
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