About this episode
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.
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As of 14th of August, over 92% of companies in the S&P 500 Index have reported earnings for the second quarter of 2024. What have we observed so far, and what trends do we see emerging?
Cheng Hin Saw, Head of Equities Specialists Asia at Bank Julius Baer, presents five key takeaways from this earnings season.
00:44 Earnings more resilient than revenues
02:29 A broadening of growth
03:27 Technology continues to dominate, but the narrative is shifting
05:19 Weakness in Consumer sector
06:36 Forward earnings guidance remains constructive
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