Earnings live: Goldman Sachs and BlackRock profits beat, TSMC stock jumps on robust outlook

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• With less fear priced in, it is more difficult to see relief rallies on earnings days

  80% confidence

• We're all in for affordability

  80% confidence

• Investment banking segment could rebound in coming quarters as deals get pushed out

  80% confidence

• Investors are expecting a low-volatility earnings season based on softer option volumes and balanced positioning

  80% confidence

• On Sept. 30, the consensus estimate for S&P 500 fourth quarter earnings growth stood at 7.2%

  80% confidence

• Wall Street analysts estimate S&P 500 companies will report an earnings per share growth rate of 8.3% for Q4

  80% confidence

• Recent news flow has reminded investors that policy changes can sometimes be risks as well

  80% confidence

• One big issue with the potential order is that it would restrict lower-end consumers from having access to any credit, which would upend the whole credit card industry

  80% confidence

• An interest rate cap is not something that Citigroup would or could support

  80% confidence

• If credit card rate cap happened as described, it would be dramatic

  80% confidence

• Affordability is clearly an important issue and one that Citigroup looks forward to collaborating with the administration on

  80% confidence

• Credit card rate cap would be a severely negative consequence for consumers and probably also for the economy as a whole

  80% confidence

• Investors have grown to view policy as a one-way dynamic towards deregulation and factors beneficial to banks

  80% confidence

• If 8.3% EPS growth rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the S&P 500 index

  80% confidence

• Interest rate cap would likely result in a significant slowdown in the economy

  80% confidence

• TSMC expects 2026 revenue to increase by close to 30% year over year as artificial intelligence supports strong demand

  80% confidence

• The only negative point in big bank results was really investment banking

  80% confidence

• Utility, healthcare, materials, and industrial stocks have been making the most unusually large moves on earnings-day in recent quarters

  80% confidence

• People will lose access to credit on a very extensive and broad basis, especially people who need it most, as a result of credit card rate cap

  80% confidence

• There could be unintended consequences of credit card rate cap

  80% confidence

• The average implied earnings day stock move is 4.5% in either direction, below the long-term average

  80% confidence

• Don't see any way to even begin to contemplate how credit card rate cap would be implemented

  80% confidence