Alcoa Sets the Tone for Eanings Season

Alcoa earnings usually set the tone for the earnings season, and not just because of the "AA" ticker. Its position as a major aluminum and alumina supplier means if companies are cutting back or increasing production, then Alcoa will hear about it first. Moreover, CEO Klaus Kleinfeld always gives good commentary on the company's trading environment. Let's run down the major changes in its end-market outlook and take a guess at how the earnings season will shape up for the industrial sector.


READ THE FULL EQUITY RESEARCH ARTICLE LINKED