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...Analysts polled by Consensus Economics see inflation easing from multi-decade highs to about 2 per cent this year in most advanced economies including the US, Germany, France, UK, Italy and eurozone....
...Advertising revenue through search and YouTube, which accounts for more than three-quarters of Google’s top line, grew 13 per cent to $61.7bn, compared with analysts’ consensus forecast for $60.2bn....
...Lululemon was on the money for its fourth quarter but signalled that the current one will come in below consensus forecasts. Nike was similarly leery....
...Despite the brighter outlook for net interest income, on average across the six banks analysts are anticipating net income for the first three months of 2024 will fall about 14 per cent, according to consensus...
...Current consensus revenue estimates stand at $1.12bn, according to S&P Capital IQ....
...However, the grim consensus among US security officials is that unless — or until — an attack occurs that is dramatically bigger and more painful, there is unlikely to be the level of corporate collaboration...
...More and more investors, say foreign exchange analysts, like to talk about the dollar-yen rate as an asymmetric trade: at about ¥150/$, all the risk for the yen, according to the emerging consensus view,...
...The takeover saga reveals a staggering lack of consensus on what, exactly, Origin Energy might be worth. The company’s board and 69 per cent of votes cast on Monday declared Brookfield’s bid was fair....
...When faced with a 20 per cent quarter-on-quarter slump in deliveries there are not enough costs to cut, and while consensus forecasts have been grinding lower, they’re probably not low enough....
...That’s approximately fourfold year-on year growth, an upgrade to consensus forecasts of about 200 per cent, and implies annual free cashflow going from negative to half a billion dollars....
...Companies with higher US sales beat consensus forecasts, while those with more exposure to Chinese consumer demand and the investment cycle announced what were often disappointing results....
...And there is a growing consensus that it is finally time for founders to swallow their pride, accept a massive haircut to valuation and help establish a new floor for their stock to start growing again,...
...Consensus forecast expects Rocket to swing back to a net income of $613mn this year and $1.2bn in 2025....
...“There doesn’t appear to be consensus about where US investors are diversifying right now, which is something we will be intently watching,” said Armour....
...Consensus has moved quickly from “this rally is great” to “this rally is great but a little spooky.”...
...Using Uber’s current market cap ($163bn) and the consensus estimate for 2024 pre-tax profit ($3.3bn) the equivalent return for an Uber buyback is a measly 2 per cent. It’s not that simple, of course....
...chart below shows (note that the initial velocity collapse happened in a high-growth, high-inflation period, unlike in 2008): The punchline for investors, especially those steeped in the 1970s monetarist consensus...
...Earnings at Nvidia, Amazon, Meta, Google, Microsoft and Apple are expected to decelerate to year-on-year growth of 33 per cent in the first quarter of this year, according to consensus analyst estimates....
...Capitol Hill on Wednesday finally reached consensus on something (anything!) when the House of Representatives voted overwhelmingly to force China to sell TikTok....
...“There was an enormous consensus at the end of last year that supply was going to be problematic and the reality has been that the record supply in January has been absorbed extremely well,” said Andres...
...Apple’s revenues were $119.6bn for the quarter to the end of December, up 2 per cent from the same period in the previous year and beating consensus estimates of $118.3bn, according to S&P Capital IQ....
...Advertising revenue for the fourth quarter of 2023 grew 11 per cent to $65.5bn, the technology giant said on Tuesday, slightly below analysts’ $66bn consensus forecast....
...Pfizer shares tumbled more than 8 per cent after the US drugmaker forecast 2024 revenues that were below consensus estimates, as the company attempts to chart a future for growth without blockbuster Covid...
...“The consensus view of dollar weakness coming into the year was wrong and people have flipped their positions,” said Sam Hewson, head of FX sales at Citi, adding that a lot of hedge funds had been forced...
...Excluding the effects of regulatory credits, the gross margin from Tesla’s automotive unit — a closely watched measure of its core operations — increased to 17.2 per cent for the quarter, slightly ahead of consensus...
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