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Earnings Season Is Strong (So Far) | Sam Burns
Forward Guidance
Is the Economy Going to Accelerate?
I think it's not necessarily the economy is going to accelerate and go gangbusters again. It's more probably relative to what I think probably the expectations were over the last few months that not as bad as expected is in equity market terms good. And there are offsets, potentially globally, Europe is holding up better than expected. They might dodge a recession this year, which was very much not the consensus even a couple of months ago. Some of those interest sensitive markets have already responded to a large degree. If the Fed does pull back and long term interest rates have already started to fall, mortgage rates have pulled back a bit. There's enough there to kind of balance things out so that you
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