Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Trader Strategy
Chief Investment Strategist
Summary: The Q4 earnings season continues at high speed this week with around 340 companies reporting earnings out of the 2,000 companies we track during the period.
Moving to Europe, the initial picture was grim with negative earnings growth. However, as the earnings season progresses, STOXX 600 companies have delivered more upbeat numbers and the aggregate number is now showing positive earnings growth.