Earnings season starts in two weeks. Most people will watch whether companies beat or miss. That is the least useful thing you can pay attention to.
The reported numbers are Q1 results. January throu...
When a CEO gives Q2 or Q3 guidance, they are synthesizing something no government report can match: real-time order books, pipeline conversations with customers, supplier pricing, and internal demand signals across their entire business.
One company's guidance is anecdotal. But when 400+ S&P 500 companies report within a few weeks, those individual forward views aggregate into a distributed economic sensor. It is the highest-resolution demand picture available, and it updates faster than GDP, PMI, or employment data.
One company's guidance is anecdotal. But when 400+ S&P 500 companies report within a few weeks, those individual forward views aggregate into a distributed economic sensor. It is the highest-resolution demand picture available, and it updates faster than GDP, PMI, or employment data.
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