Weekly Insights From The FNArena News Desk 05/03/19

Corporate reporting seasons are important. They provide tangible indications about whether investor sentiment, assumptions and speculation are justified or misguided, but the release of corporate earnings reports never takes place in a vacuum. There are always other factors equally in play, be they macro-economics or geopolitical, or otherwise.

This year, the February reporting season took place against a background of a heavy, four month-long sell-down on the back of slowing growth globally, followed by a swift recovery that took everybody by surprise. That swift recovery was supported by Fed officials reversing their policy outlook towards a more market supportive “neutral” stance, with market participants now anticipating more accommodative policy reversals from central banks across the globe, and expectations of a trade war truce/solution/agreement between the Trump administration in the US and China.

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