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A Better Overall Tone, But Key Challenges Remain
Manage episode 298351917 series 2907053
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This week in the podcast we take a
look at what we learned in the second full week of 2Q21 reporting season. Three
big things you need to know: First, the overall tone from management teams
improved in week 2 relative to week 1, with a focus on the strong demand and
cash deployment backdrop, increased confidence on the 2nd half, and COVID
concerns toned down. Second, while we generally sensed a better tone regarding
the ability of companies to manage through margin pressures, we also came away
with the impression that management teams are inclined to see general
inflationary and supply chain pressures as enduring for a bit longer. Third,
while upward earnings revisions are still happening, we continue to see a
softening in earnings sentiment driven by deterioration in Financials, Consumer
Staples, Health Care, and Utilities specifically and Value, Defensives, and
Cyclicals more broadly.
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