Macro Monday Ep125: Excellent earnings season so far

Podcast: Investec Focus Radio SA · Investec

Opublikowano: 2026-07-27

Although US earnings for the second quarter have mostly beaten expectations, markets appear to have wanted more. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, says even companies such as Alphabet that have beaten forecasts have seen declines in their prices after results. Investec Focus Radio SA