Your Monthly Guide to the Markets and Your Wealth

March 12, 2024 - Vol. LVIII

Earnings March, Into March 

"The greatest danger for most of us is not that our aim is too high, and we miss it, but that it is too low and we reach it."

- Michelangelo

Another corporate earnings season has drawn to a close, and with it some key investment takeaways. Encouragingly, both revenue and earnings far surpassed original expectations. Resilient economic growth, surging AI-demand and continued consumer spending were notable contributors. Can earnings growth rates be sustained? What are the catalysts for sustained improvement in corporate profitability? As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook. Click to read the full March BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.

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