Investors expect S&P 500 earnings growth of 4.6% as the stock market trades near record highs.
Key themes to watch for include AI adoption, consumer health, and the impact of lower interest rates.
AdvertisementEarnings season is fast approaching, and investors have a lot to be on the lookout for as companies report third-quarter results.
AdvertisementIn addition to the actual earnings figures, investors will be monitoring key themes as company executives offer guidance during earnings calls.
Hainlin said he is encouraged by continued growth in consumer spending as credit card defaults "are within normal levels" and the holiday shopping season is right around the corner.
Persons:
Wells, —, Michael Dickson, Tom Hainlin, they're, John Belton, There's, Dickson, delinquencies, Hainlin
Organizations:
PepsiCo, JPMorgan, Service, Wells, Investments, Business, Wall Street, Bank Wealth Management, Aerospace, Defense, Consumer, Federal Reserve
Locations:
Wells Fargo, FactSet