Akane Otani
speaker
1,333 appearances
33 recordings
1 series
first heard Aug 2017
last heard Mar 2023
Akane Otani’s voice in public audio — every appearance, attributed to the second.
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Appearances
This thing could really turn on its heels.
One reason being that the industry as a whole still faces these gigantic pressures from inflation.
I mean, just because Walmart reported one quarter of really good earnings doesn't necessarily mean that e-commerce giants aren't going to continue encroaching on these more traditionally brick-and-mortar retailers' territory.
And then there's also the concern about tariffs.
We've talked about how tariffs are a big theme in the corporate earnings season in recent months, and I think the concern is that these companies will face sort of the brunt of the tariffs that we have seen put in place.
We saw countries like Canada and I think various members of the European Union also slap some tariffs on basic household goods, and that started to affect U.S.
companies earlier in the year.
There is the fear that those things will sort of overturn the rally that we're seeing.
Thanks for having me.
I'm J.R.
matched
Yeah, it's been a while since we have had a solid streak of things that investors could focus on that aren't trade related.
matched
And I think because of that, people are quite excited about the upcoming earnings season, which kicks off in earnest Friday with a bunch of the big banks reporting.
matched
You know, so much of the attention has been on trade and the potential negative ramifications from that.
matched
But I think what investors are hoping for is that strong results will sort of refocus the market.
matched
So people start thinking again about the fact that the domestic economy still looks pretty strong and that corporations are on pretty solid footing.
matched
Yeah, and that's really in contrast to what we're seeing outside of the U.S.
matched
I mean, in the Eurozone, Canada, Japan, emerging markets, we've seen signs of an economic slowdown, and that's a departure from 2017 where really around the world we were seeing a synchronized pickup in growth.
matched
This year, the U.S.
matched
really looks like the standout, and that's helping corporate earnings outlook here continue to look quite robust, even as the earnings momentum looks like it's slowing down a little bit in the eurozone and other places.
matched
Right.
matched
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