Video: Macro Minute: 5 takeaways from earnings season and why muted reaction to beats is not "late cycle" signal.

Video: Macro Minute: 5 takeaways from earnings season and why muted reaction to beats is not late cycle signal.
Video: Macro Minute: 5 takeaways from earnings season and why muted reaction to beats is not late cycle signal.

VIDEO: The muted reaction to positive EPS, in our view, reflects the cautious macro views (uncertainty) given the stubborn inflation reports.  1Q24 EPS seems more early cycle.

Please click below to view our Macro Minute (duration: 6:06).

Video: Macro Minute: 5 takeaways from earnings season and why muted reaction to beats is not late cycle signal.

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36 Granny Shot Ideas and 44 SMID Granny Shot Ideas: We performed our quarterly rebalance on 4/16. Full stock list here -> Click here

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