We record this Podcast in the midst of earnings season with updates from blue chips companies flooding in from Europe as well as across the pond.
The earnings picture has been mixed, but notably better than investor sentiment would suggest. We discuss upcoming rate hikes from the Fed and market positioning ahead of their decision tonight.
In the current earnings season, US companies have consistently beaten on revenue but there have been misses on profitability.
We focus on Lloyds and Rio Tinto who both provide attractive dividends, but are being impacted in different ways but the current macro environment.
We finish by providing updates on two junior resource companies in Power Metal Resources and GreenX.
Lloyds, Rio Tinto and the European Earnings Season with Alan Green