Published: 29 March 2019
Analyst(s): Finance Research Team
This earnings review provides a sector analysis for CFOs of what their peers discussed in earnings calls from 3Q18 to 1Q19. The goal is to capture significant changes in executive sentiment and what drove it. Sentiment analysis filters out the news media noise that accompanies earnings releases.
Topics Related to Sentiment Decline
Volatile 4Q19 Equity Markets, Government Shutdown
The Rise of the Nonbank Lender
Insurance Losses Due to Hurricane Michael and Wildfires
The Economic Tide Is Not Lifting All Boats
Muted Tariff and FX Impact
Topics Related to Sentiment Increase
Robust Consumer Borrowing
Labor Market Strength
Weakening Growth, but Still Growth
Growth Through Demography
Recommended by the Authors
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