What Earnings Recession?
The Big Picture
AUGUST 9, 2023
Consumer Discretionary Year-over-Year is +52.2%, Communication + 18%, and Industrials 11.8%. Previously : Earnings Ex -Inflation, There is No Inflation (September 26, 2005) Inflation Ex-Deflation (this time, INCLUDING energy) (June 22, 2012) CPI: Imperfect But Useful (May 24, 2022) The post What Earnings Recession? Q/Q its +8.3%.
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