Christine Short's Opinion & Analysis
A complete archive of Christine Short's articles, including current analysis & opinion - Page 7
It has been a mixed bag of corporate results so far in the first-quarter earnings period
Volatility has come about from macro events, but focusing on firm-specific happenings can potentially give...
Markets continue their downward momentum despite a positive start to the Q1 earnings season
The LERI shows corporate uncertainty ticking back up after falling in Q4
All eyes turn to the...
March CPI data was not what the bulls wanted to see, just as concerns about household spending emerge
This week, we profile a pair of domestic consumer companies, one from the Staples sector and...
Important earnings season ahead as investors look for signs that we are still in soft landing territory despite persistently strong economic data that’s helping to delay rate cuts
Q1 S&P...
With 2023 in the books and S&P 500® profit growth in full swing, market participants turn their focus to quarterly reports and annual shareholder gatherings
Our team highlights major...
What a difference a quarter makes. Coming into 2024, strategists were generally downbeat about what the year’s equity returns may be. Tempering expectations made sense considering the S&P...
Last week we shared that CEO sentiment was at its highest level in a year. This week we look at further evidence that corporations are feeling more bullish on economic conditions in 2024 than they...
It has been a solid start to 2024 with stocks posting decent gains, but the bond market has laid an egg amid rising interest rates
Before earnings season begins, we highlight a handful of...
After a volatile 2023, CEO confidence seems to be rebounding in 2024. A number of readings on CEO sentiment, including our own Late Earnings Report Index (LERI), seem to be indicating that...
The momentum factor has been revived in recent months, led by powerful rallies among AI-related stocks and Healthcare sector behemoths
Two companies, one from each space, hold investor events this...