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“Soft Landing” Very Unlikely As Global Inflation Crisis Rages On | Darius Dale & Juliette Declercq
Forward Guidance
The S&P 500's Earnings Yield Is Still Up
Arthur Blank: What's really madness is how much you've basically taken down earnings globally. But those projections for future S&P 500 earnings are still up, he says. And if those earnings are wrong, because growth is slowing, we have a recession, then that is something to watch out for 100%. He thinks investors should be worried about companies having to report reality about their cost structures. "I think there's a lot more pain to come as it relates to surprise risks," writes Blank.
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