
Bad News Now Priced In? 4/7/22
Halftime Report
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Is There a Free Pass to Earning Season?
Josh enm: I don't think anyone's getting a free pass. The market is anticipating a consumer that at a certain point looks at prevailing prices and says, you know what? Yes, travels pent up. I want go away. i really do think that the wealth effect has helped us out to upside and has bolstered the consumer throughout two thousand 22 thousands 20 21. Unfortunately, that also works in the other direction. And the destruction that we've seen in k one, i think, is going to hit earnings at a certainpoint because of how important the consumer is.
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