
A Top Down View of the Earnings Surge
Jul 20, 2026 - 15:35
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Despite very average economic performance, consumer sentiment remains at extraordinarily low levels. While there are many interesting aspects to this phenomenon, one is of particular relevance to investors. As we show on...
Consumer Sentiment and the Stock Market is an episode from Notes on the Week Ahead by Dr. David Kelly. Despite very average economic performance, consumer sentiment remains at extraordinarily low levels. While there are many interesting asp...
This episode belongs to Notes on the Week Ahead.
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Published Jul 6, 2026, 12:01 long, audio available.