The Holy Grail of Macro | Prometheus Macro’s Aahan Menon on Why Tariffs Won’t Cause A Recession And Why Buying Dips Only Works In An Expansion
Monetary Matters with Jack Farley
00:00
Earnings Expectations and Market Dynamics
This chapter explores the significance of earnings expectations as a pivotal factor influencing the S&P index, emphasizing the importance of tracking changes over absolute values. It analyzes the relationship between earnings forecasts, financial conditions, and macroeconomic indicators while highlighting the resilience of equity markets amidst shifting expectations. Additionally, the chapter discusses investment strategies including trend following and mean reversion, providing a historical context for their effectiveness and implications for current market dynamics.
Transcript
Play full episode
