Taking stock of expectations for US corporate earnings

While the handful of Q3 earnings results published by S&P 500 firms so far have beaten expectations, we doubt that US equities will get much of a boost from upward revisions to earnings forecasts from here.
Franziska Palmas Markets Economist
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We think the sell-off in DM bonds will resume

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14 October 2021

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Chinese equities may underperform even if Evergrande fears fade

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29 September 2021
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