Corporate Earnings

Tabb Group recently conducted 50 interviews with asset managers, hedge funds, banks and insurance companies that buy and sell interest-rate and credit-default swaps. It also used proprietary data and information available from SEFs, clearinghouses and swap data repositories.  Here's an overview of the results: AREAS WHERE REFORM LOWERS BANK...

To wrap up the Earnings Season for 2Q12, the theme for earnings 2Q2012 season was weaker revenues than expected while earnings were essentially in line. With more than 96% of the S&P 500 companies reported, we'll return to the earnings & revenue surprise theme to illustrate...

Revenues Continue to Disappoint On July 20th, the blog entitled "Earnings Disappoint in the Worst Possible Way" covered the weakness in revenues this earnings season. Ed Yardeni’s Earnings Surprise report was used to support this statement. Yardeni Research tracks positive & negative surprises for both earnings and revenue for...

Earnings 2Q2012 Revenues Shrinking So far 2Q12 earnings announcements are showing reasonable earnings numbers.   It's the revenue numbers (the top line a.k.a. Sales) that are cause for concern. Earnings (the bottom line a.k.a. Net Earnings) are inter-related.  It's what happens between the top & bottom line we will focus...