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US Banks 2023 Outlook: Earnings, Credit, & Capital
As part of our U.S. Banks 2023 Outlook series, we look at fundamental trends across earnings, credit quality, and capital positions. Banks face several potential earnings headwinds in '23, but are in a good position to manage through.
2023 Consumer Goods Outlook: Sector Trends
Heading into 2023, we provide updated thoughts on relative value for the IG and HY Consumer Good indices and explore key themes in the sector including consumption trends, pricing elasticities, and cost inflation.
US Media: Top 10 Themes for 2023
We present 10 themes to watch, including downside risk to the advertising outlook, hefty EBITDA declines at linear TV networks, the need for DTC to show a path to profitability and a quieter year for M&A.
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