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This week in the Review:

Earnings Season and Forward Guidance Surpassing Low Expectations

\n
- 74% of the S&P 500 have reported Q2 earnings
- Earnings have surprised to the upside
- Winners and Losers

2. Financial Markets Remain Reasonably Valued by Morningstar

\n
- Morningstar price to fair value
- Headwinds of slower growth expectations and inflation could shift and turn to tailwinds.

","publishTimestamp":1659708205,"duration":607,"mediaUrl":"https://mcdn.podbean.com/mf/web/kd6f8v/PCA_WIR_Friday_August_5th9twkq.mp3","mediaType":"audio/mpeg","shareLink":"https://admin5.podbean.com/embed.html?id=pb-ee6uz-128e37f","likedCount":0,"deepLink":"https://www.podbean.com/ew/pb-ee6uz-128e37f","transcriptUrl":null,"permalink":"/e/the-pca-week-in-review-friday-august-5th-2022/","downloadLink":"https://www.podbean.com/site/EpisodeDownload/PB128E37FEE6UZ","fallbackResource":null,"fallbackResourceMimetype":null,"downloadCount":169,"status":"publish","hasMoreContent":false,"chaptersUrl":null,"explicit":false},"episodeShareLink":null,"deepLink":"https://www.podbean.com/ew/pb-ee6uz-128e37f","playlist":{"episodes":[],"current":0,"start":0,"stop":0,"playing":true,"playerLoading":true,"playbackRate":1,"playbackRateIndex":1},"toasts":[],"confirm":null,"customizeEditorFormZIndex":999,"lastRequestTime":null,"validateChangesOnBeforeunload":true,"windowWidth":1000,"VITE_FS1_CDN_URL_PREFIX":"https://pbcdn1.podbean.com/fs1","reloadStats":false},"episode":{"id":"pb19456895","idTag":"ee6uz","title":"PCA Week in Review - Friday, August 5, 2022","logo":"https://pbcdn1.podbean.com/imglogo/image-logo/6150915/SQUARE_PODCAST_LOGO_FROM_AGENCY__htqpyj_300x300.png","shareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/6150915/SQUARE_PODCAST_LOGO_FROM_AGENCY__htqpyj_1200x628.jpg?s=079bf22cd5dc9d17ec4727240589d949&e=png","largeLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/6150915/SQUARE_PODCAST_LOGO_FROM_AGENCY__htqpyj.png","previewContent":null,"content":"

This week in the Review:

Earnings Season and Forward Guidance Surpassing Low Expectations

\n
- 74% of the S&P 500 have reported Q2 earnings
- Earnings have surprised to the upside
- Winners and Losers

2. Financial Markets Remain Reasonably Valued by Morningstar

\n
- Morningstar price to fair value
- Headwinds of slower growth expectations and inflation could shift and turn to tailwinds.