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24.11.25 - 07:42
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India growth outlook: S&P sees 6.5–6.7% expansion ahead; warns about US tariffs (Times of India)
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India's economy is poised for robust growth, with S&P Global Ratings forecasting 6.5% expansion this fiscal and 6.7% next. Boosted by tax cuts and monetary easing, consumption is expected to drive growth, offsetting the impact of higher US tariffs. Strong domestic demand and potential trade agreements with the US are key factors supporting this optimistic outlook....
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12.07.25 - 17:06
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Q2-2025 Earnings Season Preview (ZeroHedge)
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Q2-2025 Earnings Season Preview
Authored by Lance Roberts via RealInvestmentAdvice.com,
Next week, the Q2-2025 earnings season will begin in earnest as a barrage of S&P 500 companies report, starting with the Wall Street money center banks on Tuesday and Wednesday. Since earnings drive the market by supporting investor expectations, what should investors expect? Let's dig into the details.
Over the last few months, according to data from S&P Global, the Q2-2025 earnings estimates have declined from $234/share in the original March 2024 estimate to $220/share as of June 15th. That $14 drop in estimates is partially due to the impact of tariff concerns on corporate outlooks.
According to FactSet:
“Heading into the end of the quarter, analysts have reduced earnings estimates for S&P 500 companies for the second quarter more than average. However, the percentage of S&P 500 companies issuing negative earnings guidance for the second quarter is less than average. As a result, estimated earnings ...
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