SL Advisors Talks Markets

Confronting Asymmetric Risks


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The Fed’s mid-week policy meeting will punctuate a busy earnings week. Sell-side analysts continue to ratchet down earnings forecasts. Factset reports bottom-up 2023 earnings expectations of $226, down over 10% compared with last spring when Fed tightening started to have an impact. Energy continues to be a bright spot, providing positive surprises in 4Q earnings […]
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SL Advisors Talks MarketsBy SL Advisors, LLC

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