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The Song Remains the Same with Alfonso Peccatiello of The Macro Compass

RiskReversal Pod

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The S&P 500: A Snoozefest

The S&P closed around 4137. The VIX has been trading either side of sort of between 16.5 and 18 or so. We spent a lot of time on Butters data talking about how estimates have come down for S&P earnings over the course of Q1. And this has been a trend that we've seen a lot throughout 2022 when the market was clearly in a bear market where estimates would come down.

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