Theo Francis

speaker

47 appearances 2 recordings 1 series first heard Apr 2026 last heard 31 Aug

Theo Francis’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.

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The energy shock this time didn't seem to push us into any kind of really bad place.

Wall Street is pretty optimistic.

Consumers are still spending, but it's clear that they really feel the pinch of higher prices.

And, you know, the question is when that flows through to overall spending.

Of course, higher income Americans are spending more.

And so that can make up for some of the pullback, if there is any, at the lower end of the spectrum.

In general, what we're seeing is kind of an uptick.

So at the beginning of the quarter, expectations were a little lower than where they are today.

Now, including the actual results, companies like to come out ahead of Wall Street expectations.

So that isn't unusual.

We do tend to see this sort of upward drift in overall results.

And I think we're seeing that again.

So this may be a conservative view of where profits are going to go.

We're used to tech really doing well.

We're used to financials doing well.

And it does seem to be broadening.

Earnings growth is healthy beyond those two sectors.

But this rosy picture isn't universal.

Tech really is outperforming everybody.

You're seeing a sector breakdown that puts tech and materials and financials out ahead.

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