Earnings Season Winners and Losers

The video discusses the financial performance of various sectors in the context of market volatility following Donald Trump's election. It highlights the mixed results for investment banks, with strong performance in the US but underperformance in Europe. Consumer spending is a concern, with companies like Unilever and L'Oreal reporting negative outlooks. The video also covers significant earnings growth in utilities and a notable rebound in the mining sector, benefiting the FTSE 100. Finally, it addresses forecasts for the oil and gas sector, noting mixed results from companies like Shell and BP.

What was the expectation for investment banks in the US during the quarter?

• They were expected to focus on consumer banking.

• They were expected to perform similarly to European banks.

• They were expected to have a good season due to market volatility.

• They were expected to have a poor season.

How did European banks like Barclays and Deutsche Bank perform compared to expectations?

• They had no expectations set.

• They met expectations.

• They exceeded expectations.

• They fell short of expectations.

What concern did companies like Unilever and L'Oreal express about consumer behavior?

• Consumers are spending more than expected.

• Consumers are not spending and buying their products.

• Consumers are shifting to luxury products.

• Consumers are focusing on online shopping.

What sector experienced a significant rebound, marking the best in a decade?

• Mining

• Healthcare

• Retail

• Technology

What was the forecasted growth for the oil and gas sector?

• 10%

• 25%

• 39%

• 50%