The DC Today - Tuesday, March 5, 2024

The Dividend Cafe

コンテンツは The Dividend Cafe - The Bahnsen Group and The Bahnsen Group によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、The Dividend Cafe - The Bahnsen Group and The Bahnsen Group またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

2M ago 8:39

MP3•エピソードのホーム

Today's Post - https://bahnsen.co/3T7Ki6D

Markets opened lower and traded that way the remainder of the day in stocks, with bonds catching a bid and rates falling across the curve. We actually had good numbers on both services ISM and PMI numbers, although there may have been some market angst over Powell potentially sounding hawkish tomorrow in front of Congress, and we just gave a little back on the day. Q4 earnings season is basically a wrap at this point, and while the quarter came in great at 9.8%, the earnings per share growth on the entire year was just .5%. Q4 acceleration is expected to last for most of 2024 with earnings expected to be up another 10% and then somewhere closer to 13% in 2025. Margins have also advanced recently up to 16.8%, and while all of these things are of course generally good, this move up we’ve seen the first two months of the year seems to already have taken note.

Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com

837 つのエピソード