Falling Inflation & Your Money 7/12/23
Halftime Report
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Is Fear Good Enough for the Upcoming Earnings Season?
I think the market recognizes it would probably right now in the second quarter going to have the trough in the growth rate of S&P 500 earnings. And so I think looking ahead here, the markets in anticipating that things will improve. There's a discrepancy between what the top-down macro economists are saying and what companies are doing. My faith is in the companies, period.
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