Season 7 · Episode 2
The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research
March 27, 202427m 9s
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Show Notes
In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to contextualize earnings revisions with other data to provide a more robust market outlook. Zacks recognizes the headwinds of higher interest rates and a deceleration in post-pandemic spending, so investors should be mindful of the quality of the companies, such as whether those companies can weather the storm of higher costs of capital while growing their earnings.