This earnings review provides a sector analysis for CFOs of what their peers discussed in earnings calls in the second half of 2018. The goal is to capture critical industry signals and filter out the news media “noise” that accompanies the earnings releases of individual companies.
Overall Executive Sentiment Decline Due to Economic Uncertainty and Tariffs
The Emergence of a Recession Theme
Tariffs as “Synthetic Inflation”
Brexit and the Eurozone
The Bad and Good News About China
The Robust U.S. Consumer
A Difficult Pricing Environment
Cost Management Programs Already Underway
Tighter Capex Management
Recommended by the Authors
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