US Equity 4Q Earnings Season Outlook: BI Webinar

On Demand

Duration: 58 Minutes

Original Date: January 21, 2025

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The earnings bar for large cap stocks in 2025 is the highest since 2018 when excluding the early pandemic recovery – hinting that the S&P 500 might face some turbulence this year. However, much of consensus’ lofty forecasts are driven by large cap tech stocks while Russell 2000 estimates leave plenty of room for surprises. Join US Equity Strategist, Michael Casper, for a look at what macro trends and consensus are saying could be in store this year with a focus on our sector rotation models. Senior Analysts, George Ferguson and Duane Wright, will discuss what they’re watching for Aerospace/Airlines names and from a health care policy perspective this season including a look at some of our BI industry allocation models.

US Equity 4Q Earnings Season Outlook: BI Webinar

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