The earnings are strong, the market is up, and both guests kept circling the same question: how long can this hold?
@ChristineLShort of Wall Street Horizon and @GregoireDup, equity PM and trading coach, on this week’s Q3 earnings preview.
7:16 the earnings pattern that last showed up right before the 2022 bear market
9:20 why 70% of the S&P’s growth is coming from just ten names
11:00 the research on why Meta reporting early could be a bullish tell
15:20 the financing problem now pricing a 60% default probability into CoreWeave
28:24 the risks investors have simply chosen to ignore all year
Watch the full episode on YouTube, link in the first reply.
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#EarningsSeason #StockMarket #AI #Fed #Investing
$AXP | American Express Q3 2026 Earnings
- Rev: USD 20.06B (est USD 20.12B)
- Adj EPS: USD 4.68
- Billed Business: USD 454B (est USD 456.93B)
- Provision For Credit Losses: USD 1B
- Total Expenses: USD 14.5B (est USD 14.81B)
- Sees FY Adj EPS: USD 17.60 To USD 17.90
$SLB | SLB Q3 2026 Earnings:
- Adjusted EPS: 64c (est 62c)
- Capex: $485.0M (est $529.3M)
- Adjusted EBITDA: $2.07B (est $2.03B)
- Well Construction Revenue: $2.89B (est $2.83B)
- Revenue: $9.45B (est $9.29B)
Sees A Very Compelling Outlook For 2027, With Further Upside As Middle East Activity Recovers
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BoJ Yen Index Oct-23: 74.13 (prev 73.44)
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UK S&P Global Services PMI Oct P: 53.1 (est 51.8; prev 52.1)
- Manufacturing PMI: 52.8 (est 51.8; prev 51.9)
- Composite PMI: 53.1 (est 51.7; prev 52.0)
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Eurozone ECB 1 Year CPI Expectations Sep: 3.1% (est 3.1%; prev 3.0%)
- ECB 3 Year CPI Expectations: 2.9% (est 2.9%; prev 2.9%)
Eurozone S&P Global Manufacturing PMI Oct P: 52.4 (est 52.8; prev 52.9)
- Services PMI: 51.7 (est 52.5; prev 53.0)
- Composite PMI: 51.9 (est 52.7; prev 53.1)
Germany S&P Global Manufacturing PMI Oct P: 54.2 (est 53.5; prev 53.9)
- Services PMI: 51.7 (est 52.5; prev 52.9)
- Composite PMI: 52.8 (est 53.4; prev 53.8)
France S&P Global Manufacturing PMI Oct P: 49.3 (est 50.5; prev 50.6)
- Services PMI: 48.4 (est 50.7; prev 51.2)
- Composite PMI: 48.4 (est 50.7; prev 51.2)
LiveSquawk Mid-Morning Rundown (23/10/2026) xitter.cf/i/broadcasts/1dGYlaEOv…
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UK Retail Sales Inc Auto Fuel (M/M) Sep: -0.4% (est -0.1%; prev 0.5%; prev R 0.7%)
- Inc Auto Fuel (Y/Y): 0.8% (est 1.0%; prev 2.4%; prev R 2.7%)
- Ex Auto Fuel (M/M): -0.7% (est -0.1%; prev 0.6%; prev R 0.9%)
- Ex Auto Fuel (Y/Y): 0.8% (est 1.4%; prev 2.7%; prev R 2.9%)


