There’s always a degree of gamesmanship during earnings season.
From an investment standpoint, Europe in early 2015 is starting to look
a lot like the U.S. in 2012.
Today marks the start of the first-quarter earnings season, and as
things stand now, it’s not a time of great optimism regarding the
The first quarter of 2015 is now in the books, and for U.S. equities,
earnings expectations are pretty bleak.
As we near the end of the first quarter of 2015, investment momentum
shifts to global developed markets, while the U.S. market contends with
a slowdown in earnings growth resulting from a stronger dollar.