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
About This Research
©2020 Gartner, Inc. and/or its affiliates.
All rights reserved.
Gartner is a registered trademark of Gartner, Inc. and its affiliates.
This publication may not be reproduced or distributed in any form without Gartner’s prior written permission.
It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact.
While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information.
Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such.
Your access and use of this publication are governed by Gartner’s Usage Policy.
Gartner prides itself on its reputation for independence and objectivity.
Its research is produced independently by its research organization without input or influence from any third party.
For further information, see
Guiding Principles on Independence and Objectivity.