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Christine Short

  • Analysis & Opinion

Christine Short's Opinion & Analysis
A complete archive of Christine Short's articles, including current analysis & opinion - Page 12

The LERI shows Q2 2023 ended with the highest level of corporate uncertainty in the last year Retail in the spotlight this week: HD, TGT, TJX, WMT, ROST Upcoming potential surprise:...
S&P 500 EPS growth for Q2 2023 is set to come in at -5.2%, the lowest rate in nearly 3 years and the third consecutive quarter of negative earnings growth Potential surprises this week: United...
The S&P 500’s Q2 EPS beat rate has been impressive, but overall earnings growth trends are less sanguine In focus this week are unusual events from three companies that span the sector and...
Who Needs the Mega-Caps? Blue Chips in Focus
By Christine Short - Jul 25, 2023
Sector rotation has been ongoing for the last two months while the spotlight has been on the massive tech stocks We identify and profile a pair of cyclicals and one defensive company with unusual...
Q3 2023 Investor Conference & Events Highlights
By Christine Short - Jul 20, 20231
We've transitioned from the vibes-cession a year ago to the Taylor Swift economy today that just seems to shake off any short-run negative indicators. The latest catchphrase that might have legs is...
The last 18 months have been like an ice age for investment bankers brokering deals and young business owners looking to tap extra capital Several successful recent IPOs may foster green shoots for...
S&P 500 EPS growth for Q2 2023 is set to come in at -7.2%, the lowest rate in nearly three years and potentially the third consecutive quarter of negative earnings growth Themes from Q2 and...
Japan's Nikkei 225 eclipsed 33,000 for the first time in 33 years, and the significant rally has attracted major investor interest. Global portfolio managers are increasingly bullish on Japan, and...
The 'Magnificent 7' Spurs Stock Market Gains
By Christine Short - Jun 16, 20231
This year’s equity market rally had been driven by a select few names, dubbed the "Magnificent Seven," overshadowing other industries June brings a ‘breadth’ of fresh air with...
Macro factors have weighed on corporate dealmaking, but we spot some potential bellwether transactions across sectors From wrestling rings to steakhouse tables, consolidation trends offer some...