- Daily Chartbook
- Posts
- DC Lite #423
DC Lite #423
"58% of companies raised their full-year 2025 guidance, double the share of firms that did so in 1Q"
Daily Chartbook
August 18, 2025
In partnership with
Welcome back to DC Lite: Daily Chartbook’s free, entry-level newsletter containing 5 of the day’s best charts & insights.
1. Tariff costs. "U.S. businesses are currently eating most of the incremental costs from higher tariffs, which are a headwind for profit margins. [Goldman] analysts expect consumers to eventually bear most of the costs through higher prices."
2. Foreigners vs. US assets. "The latest [US Treasury] data through June show very strong inflows into equities (purple) in particular, which points to growing market optimism on US growth."
3. Breadth thrust followup. "It has been three months since the May spike in the number stocks making new 20-day highs signaled a breadth thrust ... If the historical pattern holds, the S&P 500 is likely to continue to drift up and to the right (with relatively little downside volatility) as we move toward 2026."
Sponsored content:
How A Small Crypto Investment Could Fund Your Retirement
Most people think you need thousands to profit from crypto.
But this free book exposes how even small investments could transform into life-changing wealth using 3 specific strategies.
As markets recover, this may be your last chance to get positioned before prices potentially soar to unprecedented levels.
4. Earnings guidance. "58% of companies raised their full-year 2025 guidance, double the share of firms that did so in 1Q."
5. Earnings revisions momentum. "Analysts are ratcheting up earnings estimates for the current quarter at the swiftest pace in nearly four years."
Sponsored content:
Stay Ahead of the Market
Markets move fast. Reading this makes you faster.
Every weekday, you’ll get a 5-minute Elite Trade Club newsletter covering the top stories, market-moving headlines, and the hottest stocks — delivered before the opening bell.
Whether you’re a casual trader or serious investor, it’s everything you need to know before making your next move. Join 160k+ other investors who get their market news the smart and simple way.
Reply