MRKT Call: Summer Stock Market Vibes
RiskReversal Pod
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The Fed's Main Event in 2023
Analysts are cutting estimates in the S&P 500 companies in Q two 2023 by 2.7%. This decline is smaller than the five year average, the 10 year average,. The 15 year average, and the 20 year average. We cut down to a level where earnings are flat year over year, right? That's not an impressive number, especially given NASDAQ up 30% for the year.
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