Corporate Earnings Beyond The Restart
Nov. 01, 2021 1:45 PM ETACTV, AFMC, AFSM, AMER, ARKK, AVUV, BAPR, BAUG, BBMC, BBSC, BFOR, BFTR, BJUL, BJUN, BKMC, BKSE, BMAR, BMAY, BOCT, BOSS, BOUT, BUFF, BUL, CALF, CATH, CBSE, CSA, CSB, CSD, CSF, CSML, CSTNL, CWS, CZA, DDIV, DEEP, DES, DEUS, DFAS, DFAT, DGRS, DIA, DIV, DJD, DMRL, DMRM, DMRS, DON, DSPC, DVLU, DWAS, DWMC, EES, EFIV, EPS, EQAL, ESML, ETHO, GRPM, EWSC, EZM, FAB, FAD, FDM, FFTY, FLQM, FLQS, FNDA, FNK, FNX, FNY, FOVL, FRTY, FSMD, FTA, FYC, FYT, FYX, GBGR, GLRY, GSSC, HAIL, HIBL, HIBS, HLGE, HOMZ, HSMV, IJH, IJJ, IJK, IJR, IJS, IJT, IMCB, IMCG, IMCV, IPO, ISCB, ISCG, ISCV, ISMD, IUSS, IVDG, IVE, IVOG, IVOO, IVOV, IVV, IVW, IWC, IWM, IWN, IWO, IWP, IWR, IWS, IYY, JDIV, JHMM, JHSC, JPME, JPSE, JSMD, JSML, KAPR, KJAN, KJUL, KNG, KOMP, KSCD, LSAT, MDY, MDYG, MDYV, TMFS, MGMT, MID, MIDE, MIDF, NAPR, NIFE, NJAN, NOBL, NUMG, NUMV, NUSC, NVQ, OMFS, ONEO, ONEQ, ONEV, ONEY, OSCV, OUSM, OVS, PAMC, PAPR, PAUG, PBP, PBSM, PEXL, PEY, PJAN, PJUN, PLTL, PQLC, PQSG, PQSV, PRFZ, PSC, PTMC, PUTW, BMVP, PY, QDIV, QMOM, QQC, QQD, QQEW, QQQ, QQQA, QQQE, QQQJ, QQQM, QQQN, QQXT, QTEC, QVAL, QVML, QVMM, QVMS, QYLD, QYLG, REGL, RFG, RFV, RNMC, RNSC, ROSC, RPG1 Comment
Elga Bartsch
497 Followers
Summary
- We see above-trend corporate earnings growth moderating as we move beyond the economic restart. We remain overweight Europe and neutral U.S. equities.
- U.S. stocks rallied to all-time highs on better-than-expected corporate earnings. Euro area economic activity is now close to its pre-Covid level.
- The Federal Reserve is expected to announce the start of its taper of asset purchases this week and may push back against market pricing of rate hikes.
This article was written by
497 Followers
Elga Bartsch, Managing Director, Head of Economic and Markets Research of the BlackRock Investment Institute.
Elga heads up economic and markets research of the Blackrock Investment Institute (BII). BII provides connectivity between BlackRock's portfolio managers, originates economic and market research and publishes insights.
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Comments (1)
a
ababich1
01 Nov. 2021
I would agree with most except your take on China. China is not motivated by economics as we are here in the US. They are clearly going back to their old ways.
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