S&P Global and MSCI report earnings tomorrow (7/28). What I'll be watching: SPGI: Color on Asia growth outlook w/US-China tensions and COVID still hot, and updates on debt issuance forecast after historic 1H MSCI: ESG progress & potential Real Estate product weakness
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S&P will beat big again on revenue and margins, FY guidance will reflect the beat and nothing more, as they’ll be conservative. Everyone will again say how low the marhin guide is etc etc.
I think you're right - the other question will be predicting mix of issuance (HY issuance makes much more $ than IG), which they may be conservative on as well. Stock is reflecting at least a good bit of the optimism going into earnings:pic.twitter.com/r3A744eBoo
