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Stock Strategist

Sweeping Earnings for Economic Landmines

We scour third-quarter earnings from REITs and oil firms for signs of upcoming economic stumbling blocks.

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As third-quarter earnings continued to trickle in this week, familiar patterns kept repeating themselves. Results were generally better than analysts expected, and companies are beginning to see the light at the end of the tunnel. Cost-cutting remains a central driver of improved earnings, but a rebound of demand is being seen in many sectors as well.

REITs Report
Commercial real estate has been a focus of many investors for months amid concerns that a wave of commercial defaults could create a renewed banking crisis. Non-residential real estate fundamentals typically lag residential as long lease terms make prices and occupancy stickier than they would be otherwise.

Jeremy Glaser does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.