Surveillance: Central Bank Credibility (Podcast)
Bloomberg Surveillance
00:00
The Bottom of Consensus on Earnings
Lisetti: Most of our downgrate to earnings is about next year, building in that slowing in growth and recession later next year. He says while headline numbers are loco ay for mid cycle or early cycle, they do not look right for late cycle. Lisetti: Can you partition companies that ar to still make the bacon from those that are really challenged? The sum of this andfocus landown your team.
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