We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
April Spring was in the air, in some parts of the country. Rains brought wildflower blooms to some areas. In the major money centers of the world, any banking crisis appears contained -- for the time being. There seems to be a dual focus from investors. With the turn of a month, and the end of Q1, it is time to look at how the real U.S. and global economy is faring. Another focus is on the Q1 earnings season. For all of this we turn to our Chief Equity Strategist and Economist, John Blank.
1. After weeks of worry about the banking sector, recent economic data has investors shifting their focus, at least with one eye, back to the macro economic picture. What does that picture look like to you now?
2. Everyone, I think, wants to know whether the Federal Reserve’s barrage of rate increases is cooling the economy. Have they?
3. What about the bond market? If banking tension continues to recede? There should be sentiment for long-term U.S. Treasury yields to rise, and the U.S. dollar to regain safe haven ground. But data shows that views on the likely trajectory of rates have once again diverged. What’s up with that?
4. You wrote in a recent commentary that conviction is now building among investors and central bankers that banking stress and a potential follow-on credit crunch make a hard landing for the world's largest economy more likely. How likely is it that that happens this year?
5. Now enter the Q1 2023 earnings season that investors will be focused on with their other eye. So far it looks to be off to a solid start. How do you feel about it so far?
6. Wall Street has been worried about an earnings recession amid expectations of a second straight quarter of corporate profit decline. What’s the likelihood of that?
7. Would that derail the current stock market rally?
8. Will Big Tech continue to be a market leading sector for most of this year?
9. Speaking of tech stocks, here are three large cap tech stocks with a Zacks B rating for growth. Infineon Technologies AG (IFNNY - Free Report) , Sea Limited ADRs (SE - Free Report) and STMicroelectronics NV (STM - Free Report) .
Our Chief Equity Strategist & Economist, John Blank, taking a look at the big economic and earnings picture. With John, I’m Terry Ruffolo.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
How did the U.S. and Global Economy fare in Q1?
April Spring was in the air, in some parts of the country. Rains brought wildflower blooms to some areas. In the major money centers of the world, any banking crisis appears contained -- for the time being. There seems to be a dual focus from investors. With the turn of a month, and the end of Q1, it is time to look at how the real U.S. and global economy is faring. Another focus is on the Q1 earnings season. For all of this we turn to our Chief Equity Strategist and Economist, John Blank.
1. After weeks of worry about the banking sector, recent economic data has investors shifting their focus, at least with one eye, back to the macro economic picture. What does that picture look like to you now?
2. Everyone, I think, wants to know whether the Federal Reserve’s barrage of rate increases is cooling the economy. Have they?
3. What about the bond market? If banking tension continues to recede? There should be sentiment for long-term U.S. Treasury yields to rise, and the U.S. dollar to regain safe haven ground. But data shows that views on the likely trajectory of rates have once again diverged. What’s up with that?
4. You wrote in a recent commentary that conviction is now building among investors and central bankers that banking stress and a potential follow-on credit crunch make a hard landing for the world's largest economy more likely. How likely is it that that happens this year?
5. Now enter the Q1 2023 earnings season that investors will be focused on with their other eye. So far it looks to be off to a solid start. How do you feel about it so far?
6. Wall Street has been worried about an earnings recession amid expectations of a second straight quarter of corporate profit decline. What’s the likelihood of that?
7. Would that derail the current stock market rally?
8. Will Big Tech continue to be a market leading sector for most of this year?
9. Speaking of tech stocks, here are three large cap tech stocks with a Zacks B rating for growth. Infineon Technologies AG (IFNNY - Free Report) , Sea Limited ADRs (SE - Free Report) and STMicroelectronics NV (STM - Free Report) .
Our Chief Equity Strategist & Economist, John Blank, taking a look at the big economic and earnings picture. With John, I’m Terry Ruffolo.