
What The Fed Really Said
MRKT Matrix
00:00
The Biggest Risk Is That It Gets Longer and Longer
A lot of these stocks particularly in that space where they're sensitive to ad revenues. Communications has gotten pummeled already so will they see more pain if we get another downdraft? I also would expect there to be a pickup and M&A activity for financial reasons though meaning some of these companies have to be saved rather than M&Aactivity for strategic reasons. strategists are still expecting five percent earnings growth year over year for next year but at some point that is likely to fall off mid year thoughts on where you think consensus is for S&P five earnings.
Transcript
Play full episode