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Christine Short

  • Analysis & Opinion

Christine Short's Comment & Analysis
A complete archive of Christine Short's articles, including current analysis & opinion.

March CPI data was not what the bulls wanted to see, just as concerns about household spending emerge This week, we profile a pair of domestic consumer companies, one from the Staples sector and...
Important earnings season ahead as investors look for signs that we are still in soft landing territory despite persistently strong economic data that’s helping to delay rate cuts Q1 S&P...
With 2023 in the books and S&P 500® profit growth in full swing, market participants turn their focus to quarterly reports and annual shareholder gatherings Our team highlights major...
What a difference a quarter makes. Coming into 2024, strategists were generally downbeat about what the year’s equity returns may be. Tempering expectations made sense considering the S&P...
Last week we shared that CEO sentiment was at its highest level in a year. This week we look at further evidence that corporations are feeling more bullish on economic conditions in 2024 than they...
It has been a solid start to 2024 with stocks posting decent gains, but the bond market has laid an egg amid rising interest rates Before earnings season begins, we highlight a handful of...
After a volatile 2023, CEO confidence seems to be rebounding in 2024. A number of readings on CEO sentiment, including our own Late Earnings Report Index (LERI), seem to be indicating that...
The momentum factor has been revived in recent months, led by powerful rallies among AI-related stocks and Healthcare sector behemoths Two companies, one from each space, hold investor events this...
Last week we wrote about how M&A activity has been light​ so far for 2024, well the same holds for IPO activity. However, next week brings two highly anticipated public debuts that...
The start of 2024 has been hallmarked by several big themes, among them is a jump in both debt and equity financing We found that global companies have been more active in announcing secondary...