Decoding The Q1-2023 Earnings Season: The Good News Is In

22 May 2023

by Irene Tunkel, Chief Strategist

The Q1-2023 earnings season has surprised as companies’ results point to the end of the earnings recession. However, the good news is already priced in – the market has barely budged over the past six weeks. Earnings rebound may continue as long as the economy avoids a recession. However, inevitably, tighter monetary policy will weigh on demand, and recovery will come to a halt.

Interested in reading this report?

To access the full BCA Research report, request a complimentary copy

BCA Research | US Equity Strategy

Offers a unique sector and style allocation framework that blends macroeconomic, fundamental, and technical analysis to provide clients with actionable investment recommendations.