Q2 Earnings Kick Off
This week we look forward to the upcoming US earnings season and the trend in earnings growth over the last few quarters. We also update our weekly carousel and trade ideas.
US Earnings Season Kicks Off
It's a wrap for Q1 2024. While it has been a strong quarter, it has required increased caution and vigilance especially toward quarter end. Our feature slide covers how our overall stance has compared to the performance of the key markets we track. Our risk indicators have remained in GREED for a 4th consecutive week (after EXTREME GREED for 5 weeks).