View all WisdomTree insights in the Navigating Earnings Season category.
Uncertainty in the markets doesn’t have to mean negativity. In the first blog post of our Navigating Earnings Season series for the new year, Samuel Rines breaks down how evolving narratives around inflation, policy and trade could create unexpected opportunities in 2025.
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Tariffs may sound like a looming threat, but corporate America has been preparing. Samuel Rines explores how companies like Newell Brands and Tractor Supply have restructured supply chains, cutting reliance on imports and building resilience against potential trade disruptions.
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The aftermath of Hurricanes Helene and Milton extends far beyond the immediate devastation. Samuel Rines explains how businesses like Owens Corning, Sherwin-Williams and Generac navigate recovery—and find surprising growth opportunities.
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Once a growth driver, China is now a headwind for global companies. Samuel Rines explores this shift as AI investment takes center stage, with tech giants like Meta and Alphabet planning even bigger spending in 2025.
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Earnings season has revealed stark differences among companies sensitive to interest rates. Samuel Rines examines how GM and Pulte are thriving despite headwinds, while Polaris struggles with declining demand and pricing.
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Despite a temporary lull, earnings season never really ends. Samuel Rines discusses how recent releases offer a preview of what’s ahead in the next wave of reports.
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The U.S. economy has experienced a gradual slowdown, with growth rates decelerating throughout the year. Samuel Rines discusses how this slowdown reflects a return to normalcy after years of volatility. 
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Fed Chair Powell’s Jackson Hole speech all but promised rate cuts, but what are the implications? Samuel Rines discusses current economic conditions, the labor market’s cooling trend and the potential impacts of the Fed’s policy shifts.
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When it comes to economic narratives, it is important to break perceptions and return to reality. Samuel Rines highlights how recent earnings calls from several companies have brought the narrative back to reality.
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Earnings season has been overshadowed by various bouts of carry trade unwinds and the resulting sharp movements in equity indexes globally. Samuel Rines highlights how factors like cost structures, pricing strategies and market dynamics influence profitability.
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Coming into this earnings season, one of the most intriguing questions was how well the consumer-facing companies would be able to maintain their pricing power. Samuel Rines discusses how companies are balancing pricing strategies and volume recovery to maintain or improve margins. 
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Not long ago, price over volume (PoV) was rampant. Every earnings season was a sort of race for pricing power and a lack of care for losing volume. Samuel Rines discusses the evolution of PoV and its effects.  
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