Christine Short's Comment & Analysis
A complete archive of Christine Short's articles, including current analysis & comment.
There have been mixed messages on the consumer front from both economic gauges and Q2 earnings reports
The major retailers begin reporting in three weeks, during what will be an active stretch...
As we enter the second week of peak earnings season for Q2, S&P 500 EPS growth continues to improve, now at 10.3% YoY
We’ll get a closer read on the AI trade this week when Palantir and AMD...
Tariffs and taxes dominated the macro narrative to kick off the second half. President Trump’s July 9 initial reciprocal tariff deadline came and went, with little stock market volatility and a...
As we enter peak earnings season for the second quarter, S&P 500 EPS growth continues to improve, now at 6.4% YoY
Key tech players from the Magnificent 7 release results this week – Meta and...
Amid a volatile macro backdrop, gold and bitcoin have each returned almost 30% so far this year
ETFs can provide efficient exposure to alternative assets like precious metals and...
Big banks reported strong Q2 profits, driven by trading and investment banking, though CEOs remained cautious about economic risks.
The Late Earnings Report Index (LERI) shows increased...
S&P 500® EPS growth expected to come in at 4.8% for Q2, which would be the lowest growth rate since Q4 2023.
Banks unofficially kick off the season when JPMorgan Chase, Wells Fargo and Morgan...
Q1 2025 buybacks reached a record $293B, with analysts expecting 2025 total buybacks to hit $1T.
The top 20 S&P 500 companies continue to dominate buyback activity, although more S&P 500...
Corporate executives are shifting from optics to outcomes when it comes to ESG
Public sentiment is important, and new regulations are vital to reshape sustainability’s growth
Investors demand...
After a slow start, ticket sales are tracking above year-ago levels.
July and August boast a gaudy movie-release lineup.
Amid corporate actions and shake-ups in the entertainment industry,...