Beyond Markets

As of 14th of August, over 92% of companies in the S&P 500 Index have reported earnings for the second quarter of 2024. What have we observed so far, and what trends do we see emerging?

Cheng Hin Saw, Head of Equities Specialists Asia at Bank Julius Baer, presents five key takeaways from this earnings season.

00:44 Earnings more resilient than revenues
02:29 A broadening of growth
03:27 Technology continues to dominate, but the narrative is shifting
05:19 Weakness in Consumer sector
06:36 Forward earnings guidance remains constructive



What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.