Surveillance: Ryding's Central Bank Critique terminal: Surveillance: Ryding's Central Bank Critique (Podcast)
Bloomberg Surveillance
00:00
The Zombies of All Flavors
We think we may have seen the bottom. We feel like we're in a range bound market somewhere in the 3600 to 4000 in the next six to 12 months on the S&P. Our base case is for an earnings decline that we have not yet seen factored into the market. Those bottom up earnings forecast are just starting to come down. And my great theme is the zombies of all flavors are going to be rolled up in 2023.
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Transcript
