UBS Equities-US Equity tegy _Earngs Brief 1Q24 Apr 19_ lub-
ray dalio·2024-05-01 13:17
ab Global Research and Evidence Lab 19 April 2024 US Equity Strategy Equity Strategy Earnings Brief 1Q24: Apr 19 Americas Jonathan Golub Strategist YTD, the price of oil has risen 15%. Over the same period, 1Q estimates for Energy jonathan.golub@ubs.com +1-212-713 8673 stocks have fallen -14%. Against this backdrop, we see the potential for positive surprises for the group. Patrick Palfrey Strategist patrick.palfrey@ubs.com 14.1% of the S&P 500's market cap has reported. 1Q expectations are for revenues to ...