Nucleus Wealth Insights

6.19 The End of Cycle Shock is Here! | Nucleus Investment Insights

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Sinopsis

The Q1 earnings season is more than halfway through, and the results are not great. At the headline, a number of the big tech names look better than expected, overshadowing the rest of the market. But once you dig into the earnings for smaller companies, the results are more concerning. The big question is whether this is the start of the major earnings downturn that we have previously discussed or simply a dip? Join us in this week’s podcast where Nucleus Wealth's Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr, delve deeply into the matter at hand. View the presentation slides Agenda: The Fed has finally broken something Accelerating small bank credit crunch Past Bear Stearns headed for Lehman Fed done but will now wait for recession to cut Second round of banking crisis Europe and China next Reporting season - shoe has yet to drop for analyst forecasts The Australian problem To listen in podcast form click he