Jessica Menton
speaker
431 appearances
12 recordings
1 series
first heard Nov 2018
last heard Apr 2019
Jessica Menton’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
too much weight on it.
But still, when you look at the fourth quarter, that is a very big quarter when you think of consumer spending, especially during the holidays.
So I think that especially there, they're going to look at it.
And during the revisions in the coming months for that number two, looking at just where corporate profits are, because although when you look at
Earnings season right now, fourth quarter expectations have been better than a lot of investors have feared.
But when you're looking at the current quarter, a lot of those estimates have been downgraded.
So I think that's something they're really going to hone in on when you're looking at corporate profits.
But again, trade and Fed are going to be really big on the calendar next week.
It seems as if it can.
And there's a few really positive indicators out there.
And one of them is the fact that
This rally isn't only led by one particular area or a group of stocks, say like with the FAANG stocks the past couple of years.
This is very broad-based.
It's really being led by beaten down areas like industrials, which got hit hard a lot
due to the fact that they are exposed to China.
So when we had those trade concerns, it really weighed on that sector.
And then also energy, tech is in there, but also consumer discretionary and then financials.
So it's not just one group, and I think that's a healthy indication.
I asked that question to a lot of investors that I spoke with, especially this week heading into that deadline.
And they said that it's almost as if any news is good news for them.
Showing 141–160 of 431 · page 8 of 22
← Previous
Next →