Q4'24 Inside The Buy-Side® Earnings Primer®

The Sector Beat: Consumer Discretionary – Q3’24

Earnings season continues to march on, demonstrating that it’s tough out there from a top-line perspective. Something to be aware of, more companies continue to highlight cost-cutting initiatives, raising the level, while layoff announcements and restructurings underpinned by headcount reductions are on the rise.

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Happy Halloween 2024

Every year, we carry on our tradition of dressing up and spending the day together at our Farmington, CT headquarters and virtually, too! This year, we had some creative and strong competition for the “Best” costume. We’ll let you judge for yourself!

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The Sector Beat: Industrials – Q3’24

While there is hope for a greater sense of clarity once past the U.S. election (less than two weeks away!), shifting policy implications remain a wild card, and geopolitical tensions have shown no signs of abating. In addition, the impact of Fed rate cuts will take time to be felt, while recent hurricanes in the Southeast and evolving labor actions are adding to near-term headwinds in some sectors.

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The Sector Beat: U.S. Banks – Q3’24

Overall U.S. Bank commentary is more upbeat than expected on a resilient economy, but executives remain guarded in their comments around the road ahead given ongoing risks with heightened geopolitical turmoil and an uncertain U.S. political landscape as we march toward the November U.S. presidential election.

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