Will Earnings Bring New Bear Market Lows?
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How strong is the "imminent recession" argument? How does 2023 data compare to past recessions declared by NBER? Is the consumer on the ropes? Do the charts align with or contradict the "earnings are about to drop significantly" theory? How does the stock/bond ratio look today and what does it say about bull/bear odds? Are stocks facing possible resistance? Is the yield curve flashing false recession signals?
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