Analysts Corner: 04/16/2024 – Stay Focused on Earnings

Weekly Market Recap

A look back at the financial markets over the past week and a look ahead at key economic developments this week.

Source: JP Morgan Asset Management

Weekly Macro Recap

A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.

Source: Luke Gromen, FFTT

Inflation Wave Recedes in the Eurozone, Rises in the US

The latest data shows weaker eurozone inflation in March with headline running at 2.4% year-on-year, below the consensus forecast of 2.6%. Core inflation was also lower than anticipated at 2.9% YoY versus a  consensus forecast of 3.1%.

Source: BNP Paribas

Stay Focused on Earnings

A growing chorus of voices has been fretting about “sticky” inflation over recent weeks. Last week’s U.S. inflation data raised it to a clamor.

Source: Neuberger Berman

Turtle Returns: The Hare and the Tortoise

Slow and steady doesn’t always win the race, but there is mounting evidence—including in our SPIVA® Scorecards—suggesting that it’s not a bad approach to the markets.

Source: S&P