Earnings Recession
Jun
05
2021
The Earnings Recession Is History
We expected that the earnings recovery from the shortest-ever U.S. recession would be the fastest on record. Trailing figures for the MSCI USA Index now confirm this: Trailing EPS and Cash Flow Per Share have surged to new highs only 14 months after their March 2020 peaks.
Apr
17
2020
Aug
30
2019
Is A Strengthening Dollar A Form Of Policy Tightening?
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Executive summary (for those leaving early for the holiday weekend): No.
We’ve found no reliable relationship between swings in the U.S. Dollar and subsequent variations in U.S. economic growth.
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