What Will Drive Equities: Positive EPS Surprises Or Looming Recession?

May 19, 2023

What Will Drive Equities: Positive EPS Surprises Or Looming Recession?

The Chart shows that earnings surprises, which lead forward EPS, rose sharply in Q1. Is this sustainable as the economy slows, the #creditcrunch intensifies, and Fed rate hikes have a lagged impact on demand? Cost inflation trends will be critical.

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