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2023 Mid-Year Market Outlook

Financial Decoder

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The Long and Variable Legs of the Pandemic

Analysts collectively don't seem to be expecting expecting much for company earnings in this in the second quarter but see a decent recovery for the second half. I think what's unique in this cycle mark and you know three years ago when we were in the worst part of the pandemic a record percentage of companies simply stopped providing any guidance to Wall Street now many of them have started providing some semblance of guidance again.

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