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Perspectives

The market trades on earnings

by Fortem Financial July 12, 2021

Earnings for the S&P 500 are poised to be up more than 60% y/y when the second-quarter earnings season kicks off this week. This will be the second greatest increase in earnings growth since the fourth quarter of 2009, when profits rose +108.9%. While there are a number of heavy cyclical companies that will post significant earnings gains versus the pre-pandemic levels established in 2019, those companies hardest hit from the pandemic lockdowns - like air travel, leisure, and entertainment â… View More

Looking ahead to Q2 Earnings

by Fortem Financial July 6, 2021

2Q Earnings Season Preview: Revenue Growth Expected To Be Strong With the second-quarter earnings season set to begin in the next couple of weeks, we thought it would be helpful to look at where the consensus stands at the start of the quarter. Energy companies are expected to have the greatest increase in revenue compared to last year, while the financial sector is the only one estimated to decline. Thus, overall the index is expected to see revenue growth of 18.5%. Some Sectors Estimated For… View More

Sometimes looking back, helps us see into the future

by Fortem Financial June 28, 2021

The last time the Federal Reserve announced its reduction in its bond buying policy to return interest rate policy to the free markets, was a bit messy. We thought it would be interesting to take a look back to the last time this Fed enacted this policy, to see if it will give us clues as to what we can expect when the Fed announces its tapering policy again in the upcoming months. Remembering the 2013 Taper Tantrum Back in 2013, when the market experienced the so-called “Taper Tantrum,” t… View More

Fed telling us what we already knew last week

by Fortem Financial June 22, 2021

Last week the Federal Reserve held its FOMC meeting and came out with an announcement we already knew. Outside the supply chain disruptions being caused by the global economies reopening, our economy is running hot. This announcement was subtle on Wednesday when Fed Chairman Powell made his meeting wrap up commentary but seemed to garner more attention when comments were made on Friday by one FOMC Member that rates would be raised sooner than expected. One fundamental question to ask yourself i… View More

THE FADING FISCAL POLICY TAILWIND

by Fortem Financial June 15, 2021

The resiliency of US stocks has been remarkable in recent weeks with rising inflation, weaker than expected employment, fiscal stimulus decelerating, geopolitical tensions rising, and new fiscal policy negotiations in disarray. Still, we could not help but notice the change in sentiment among investors this week following a second disappointing employment report. Investors are grappling with tighter China monetary policy and fading fiscal stimulus. Nearly all of the discussions among investors … View More

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Our policy about obtaining and disclosing non-public personal information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.

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