UBS Equities-US Equity Strategy _1Q24 Earnings Preview_ Golub-107450822
2024-04宏观经济20免费
报告维度
- 📄 文件全名
- 《UBS Equities-US Equity Strategy _1Q24 Earnings Preview_ Golub-107450822.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- This time last quarter, 4Q23 EPS was estimated to grow 4.1%. Results came in at 10.5%,
- on robust revisions/surprises. 1Q24 is currently forecasted to grow 4.0%. The upside to
- Early reporters (20 companies thus far) are topping estimates by 13.5%, more
- Economic data is accelerating, including 1Q GDP expectations (from 2.2% to
- 3.0% since January) and ISM (from 47.1 to 50.3 over past 3 months).
- 🏷️ 核心议题
- #GDP