Filippo Arcieri

Fixed income portfolio manager at Eurizon Capital. Adjunct professor at University of Rome, La Sapienza.

[Filippo Arcieri @filippo_arcieri]

@TheTennisLetter beautiful post

[Filippo Arcieri @filippo_arcieri]

@SkyTG24 Ma come fate a riportare una notizia così ?

[Filippo Arcieri @filippo_arcieri]

@FerroTV Well said

[Filippo Arcieri @filippo_arcieri]

@rogerfederer thanks for hitting with me at the CS event in NY. I will never forget your kindness.

[Filippo Arcieri @filippo_arcieri]

@car_cimini meglio come difensore che centrocampista

[Filippo Arcieri @filippo_arcieri]

@charliebilello data is not accurate. Forward P/E is 18.4x, and current P/E is 19.7x (Source: Factset). Also, it makes sense to look at it historically, not as a stand alone data point.

[FactSet @FactSet]

The forward 12-month P/E ratio for $SPX of 17.7 is below the 5-year average (18.6) but above the 10-year average (17.3). #earnings, #earningsinsight, https://t.co/Am1b5Ggjf1

[FactSet @FactSet]

$SPX is reporting Y/Y revenue growth of 3.9% for Q1 2023, which is the lowest revenue growth since Q4 2020 (3.2%). #earnings, #earningsinsight, https://t.co/Am1b5Ggjf1

[Earnings Whispers @eWhispers]

#earnings for the week

https://t.co/lrkZgaWb5b

$PYPL $PLTR $ABNB $DIS $DVN $TSN $BNTX $RBLX $RIVN $OXY $LCID $FSR $TWLO $JD $AFRM $NKLA $IEP $UPST $TTD $VTRS $SIX $WYNN $DISH $NVAX $SWKS $DOCN $FRPT $ENR $AXSM $MCK $U $SU $KKR $WDC $HIMS $LI $AMR $ANIP $BROS $WEN $THS $COTY $ALGM $FVRR $NSSC $BLUE $UAA $TEVA $COHR $LINC

[FactSet @FactSet]

$SPX is reporting a Y/Y earnings decline of -2.2% for Q1 2023, which is the 2nd straight quarter that the index is reporting a (Y/Y) decrease in earnings. #earnings, #earningsinsight, https://t.co/Am1b5Ggjf1

[Liz Thomas @LizThomasStrat]

The S&P 500 is over 4100, yet only 47% of S&P 500 members are trading above their 200-day MA. Compare that to last month's 60% and the 73% we saw in February and breadth has deteriorated. Want to see this improve if a rally is going to be durable.

[Liz Ann Sonders @LizAnnSonders]

Interesting that in prior three Fed rate hike cycles, S&P 500 EPS (orange) peaked at/right after peak in fed funds rate (blue) … this time, EPS peak looks to be in well before peak in fed funds rate … in 1994 tightening and easing cycle, EPS didn’t fall

[Filippo Arcieri @filippo_arcieri]

@classcnbc "smontare i portafogli".. ma che e' una carrozzeria?

[Filippo Arcieri @filippo_arcieri]

@Schuldensuehner if you read your graph well, it looks like it started at the beginning of February...

[Filippo Arcieri @filippo_arcieri]

@Schuldensuehner not really, it was bad risk management and duration management. interest rates have been rising for 18 months.. if you act surprised, you don't belong to the market.

[Filippo Arcieri @filippo_arcieri]

@LizAnnSonders the absolute level is incredibly low

[Liz Ann Sonders @LizAnnSonders]

Personal savings rate ticked up again in March and is now at 5.1%, highest since January 2022

[FactSet @FactSet]

The forward 12-month P/E ratio for $SPX of 18.1 is below the 5-year average (18.5) but above the 10-year average (17.3). #earnings, #earningsinsight, https://t.co/ZwXlw8L0yY

[Earnings Whispers @eWhispers]

#earnings for the week

https://t.co/lrkZgaWb5b

$AAPL $SOFI $AMD $NCLH $UBER $SHOP $PFE $F $ON $AMC $SQ $CVS $YUM $ANET $QCOM $COIN $DKNG $ALB $CHKP $BP $BUD $DDOG $MRNA $ET $RCL $SEDG $ACMR $SMCI $MELI $GPN $SBUX $CNA $MGM $MAR $WBD $RIG $PK $MPC $FANG $EPD $NVO $PTON $STNG $FUBO $LNG $AMG $CAR $WEC $LYFT $LUMN

[FactSet @FactSet]

74% of $SPX companies have beaten revenue estimates to date for Q1, which is above the 5-year average of 69% and above the 10-year average of 63%. #earnings, #earningsinsight, https://t.co/ZwXlw8L0yY