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FED'S COLLINS: MANY KEY ECONOMIC INDICATORS ARE VERY VOLATILE RIGHT NOW
2026-05-14
FED'S COLLINS: MANY KEY ECONOMIC INDICATORS ARE VERY VOLATILE RIGHT NOW
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2026-05-13
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2026-05-13
Morgan Stanley expects Chinese companies’ Q2 profits to improve after a stronger Q1, as rising exports and early reflation boost revenues. In Q1, the gap between firms missing and beating estimates narrowed to 12.5% from 23.2% previously. A sustained earnings recovery and broader economic growth could extend rallies beyond tech, supported by a strong capex cycle driving demand in capital goods sub-sectors, with conditions likely improving after summer.
Morgan Stanley expects Chinese companies’ Q2 profits to improve after a stronger Q1, as rising exports and early reflation boost revenues. In Q1, the gap between firms missing and beating estimates narrowed to 12.5% from 23.2% previously. A sustained earnings recovery and broader economic growth could extend rallies beyond tech, supported by a strong capex cycle driving demand in capital goods sub-sectors, with conditions likely improving after summer.
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