Loreen Gilbert Talks Earnings Expectations & Consumer Cyclicals

Loreen Gilbert expects the final percentage of companies exceeding earnings expectations to be near record setting in 4Q as investors appear to be taking money off the table. In addition, the positive consumer cyclical sectors are travel and restaurants, while the neutral sectors are automotive and internet retail.

The Watch List

22 Feb 2021

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Loreen Gilbert Talks Earnings Expectations & Consumer Cyclicals

Loreen Gilbert expects the final percentage of companies exceeding earnings expectations to be near record setting in 4Q as investors appear to be taking money off the table. In addition, the positive consumer cyclical sectors are travel and restaurants, while the neutral sectors are automotive and internet retail.

The Watch List

22 Feb 2021