Earnings season is all about individual companies and their profits, but a step-back look at the trends and overlap within sectors and across industries provides a useful guide to what’s happening in the economy.

As big banks finish reporting their earnings, we can stop and take a look at what we’ve learned about their customers and look forward to what the earnings of major airlines, retailers and other businesses can tell us about inflation and the possibility of a recession this year.

0:00 Welcome
2:05 The current state of the markets as earnings season kicks into high gear
3:41 The big takeaway from JPMorgan, Citi, Morgan Stanley, Wells Fargo and Goldman Sachs earnings
4:32 What big banks have said they are worried about
7:10 The biggest surprise and most telling detail in banks’ earnings reports
8:32 What to watch for in this week’s slate of earnings reports
9:34 What investors should look for in United Airlines' earnings report this week
10:23 What to watch for from major wireless carriers AT&T and Verizon
11:03 Why Domino’s may be the most important restaurant to watch for keys info on the economy
11:58 The key question for Tesla in this year’s earnings season and what it could tell us about the global economy
12:40 Potential red flags to look out for from companies’ Q2 earnings calls
14:25 The sneaky-important report to watch this week: Initial jobless claims
15:13 Takeaways

Market Takes is a stripped-down and straight-up livestream where I'll cut through the noise and break down the week's most important market trends, reports and economic data. Tune in to understand what will be moving markets each week and why.

I’m Dion Rabouin, a WSJ reporter covering markets and the economy. I’ll be diving into all things finance, from the popular and well-known — like crypto and stocks — to the complex and intricate — like leveraged loans, derivatives and private equity. Subscribe to join me as I take a deep dive into what’s making money move and why it matters.

#Q2 #Earnings #DionRabouin

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