The Song Remains the Same with Alfonso Peccatiello of The Macro Compass
RiskReversal Pod
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Savita's Comment on Earnings
It sounds like maybe she's being a little more constructive on earnings, but not necessarily on the environment itself. If tech comes out and surprises us with wider margins than we thought they would have, then yeah, earnings might be better than we expected. But again, I can't imagine a scenario where earnings are flat year over year. That would be the best case.
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