Global

On To Earnings

  • While inflation is all the rage its time to turn to earnings; we expect decent earnings growth across the US, EU & Asia

  • As for inflation this Pantheon quote sums it: evidence of falling inflation is everywhere except in the inflation data

  • Positive seasonality, offsides sentiment & positioning coupled with signs of basing in stocks suggest a transition ahead

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Jay Pelosky @ TPW Advisory
October 14th, 2022
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