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High Bar, Two-Sided Risks: What To Expect From Earnings Season
Reporting season starts next week, and analysts collectively have great expectations for corporate A
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H-Man, I expect a strong to moderate earnings season (good news = bad news) which will forestall additional rate cuts coupled with “it won’t go away inflation”. Even “weak” future outlooks by reporting companies will not stem the tide of no cuts. No need to juice the punch bowl when it is full at 98 proof.