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1Q Earnings Season Takeaways
Schwab Network
English - May 03, 2021 15:47 - 8 minutes - 45.3 MB - ★★★★★ - 23 ratingsNews Commentary News Business News business news news commentary news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Remarkable 1Q earnings season left no doubt corporate America is in a recovery, says Rebecca Felton. She adds the consumer is healthy and spending and still has cash on the sidelines in terms of the savings rate, so very encouraging across the board. They are seeing companies resume their spending for growth. Their portfolios are positioned with a healthy mix of growth and value. They have boosted exposure in industrials, consumer discretionary, and financials.