-
Posted by
Two Blokes Apr 21 -
Filed in
Stock
-
6 views
From most of the prominent Q1 '25 earnings so far, some of the mentioned trends in conference calls is that some S&P 500 companies pre-ordered or accelerated orders for those products impacted by tariffs. March '25 retail sales data, which is a good read on the US consumer, still indicates a healthy trend with March retail sales +1.4%, or +1.7% after revisions. Given earnings patterns over the years, and because Q1 '25 was pre-Liberation Day, Q2 '25 earnings are expected - from the results this past week - to be up 10-12% for the quarter.
