Primeras señales de debilidad en los resultados empresariales de EEUU

Richard Bernstein, uno de los mejores analistas de acciones de EEUU durante su etapa en Merrill Lynch (ahora tiene su propia firma) acaba de publicar un informe que no tiene desperdicio.


"Negative earnings surprises are on the rise in the US: over half of the S&P 500 has reported and 30% of the companies have reported negative earnings surprises versus a long-term average of 24%. However, negative earnings surprises are significantly higher outside the US. Additionally, recent economic data suggest that a revival of the US household sector may be underway. We expect the secular outperformance of US assets to continue"




Aquí, el informe completo