
MRKT Call 12/29/2022: Liz Young's 2023 Outlook
RiskReversal Pod
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S&P 500 Sector Total Returns Since June 30th
S&P 500 sector total returns since June 30th. materials up about 8 percent financials up nearly 8 percent communications down 13 percent real estate down 7.3 percent discretionary downloads single digits. S&P earnings are still expected to be up five or six percent or so in 2023 and energy is supposed to trail off some degree I think in like mid second quarter to Q3.
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