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4 earnings season takeaways, themes for 2Q, Goldman Sachs says
Abstract：Executives from 60 S&P 500 companies focused on the US-China trade war, slowing global economies, interest rate cuts, and new pressures on margins.
A new Goldman Sachs report detailed four key themes observed across second-quarter earnings calls.
The report includes statements from 60 members of the S&P 500.
Company executives frequently mentioned the US-China trade war, increased pressure against profits, slowing global economies, and recent interest rate cuts.
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Second-quarter earnings season is all but wrapped up, and a bevy of earnings calls detailed some commonalities across industries.
Company executives highlighted four main themes during second-quarter calls, according to a Goldman Sachs report. Commentary from 60 members of the S&P 500 focused on the US-China trade war, increased pressure on margins, global economic growth, and lowered interest rates.
Here's what companies said on these four topics, along with some specific company examples.
Disclaimer:
The views in this article only represent the author's personal views, and do not constitute investment advice on this platform. This platform does not guarantee the accuracy, completeness and timeliness of the information in the article, and will not be liable for any loss caused by the use of or reliance on the information in the article.
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