Early Morning with Dave

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Early Morning with Dave
More Uneven Earnings, More Gloomy Guidance
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More Uneven Earnings, More Gloomy Guidance

Earnings mixed and outlooks downgraded as stocks extend winning run

David Rosenberg's avatar
David Rosenberg
Jan 25, 2024
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Early Morning with Dave
Early Morning with Dave
More Uneven Earnings, More Gloomy Guidance
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Highlights

  • Earnings mixed and outlooks downgraded as stocks extend winning run

  • Risks skewed to the downside for the Q4 U.S. GDP release

  • “Sick man of Europe” coughs ahead of today’s ECB meeting

  • The U.S. consumer has taken a dovish turn

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