Rosenberg Round-Up Concerning Earnings: What to Look for in Q2 Reports
Powell signaled the need for more “confidence” in his congressional testimony – did a light inflation print deliver it? We also touch on political and economic developments in Europe, and shine our spotlight on the upcoming earnings season.
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In This Episode
The Week in Review (0:41) — U.S. CPI delivers a downside surprise, and why we were disappointed by Powell’s testimony
The Week Ahead (11:21) — Activity data in the U.S. as politics dominates the news flow
The Spotlight (14:19) — What to look for and where to find value as Q2 earnings season kicks off