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Markets Turn from Economy to Earnings, and Is Nelson Peltz Right About Disney? 1/12/23

CNBC's "Fast Money"

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Is the Profit Margin Story Going to Be So Horrible?

The profit margin story is really the next focus here. I'm actually thinking that the U.S. economy, or I should say the global economy this year, may actually be okay relative to current expectations because of the reopening of China. But profit margins, on the other hand, could be a real depressant.

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