The Fed, ETFs, Inflation, and Obesity Drugs (Podcast)
Bloomberg Intelligence
00:00
Earnings Risk in the Equity Market
Analysts are still marking down their expectations. But they're not marking them down as fast as they were six months ago, eight months ago, nine months ago. And so the result is net positive for equities. I think that we're just in this space where our expectations were so grim by the end of 2022 that it was almost impossible for companies not to beat those expectations.
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