The Bearish Consensus for S&P Earnings

Danny Cevallos: There are a lot of headwinds and it does seem like with a $220 consensus for S&P earnings right now, that doesn't seem particularly realistic in this rate environment. What could go right? He says the first step is that the market would still have to ignore interest rates. In order for earnings to re-accelerate and grow well, you need to see higher inflation., he says. All right. Well, as we kick off Memorial Day, have a great summer. We will see you probably here right after Labor Day,. We'll talk about where the market was. I have a feeling the fourth time's a charm."

Play episode from 01:12:20

Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app