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Inflation's impact on corporate earnings
With the Q4 earnings season largely completed, earnings growth looks to be down around 5% y/y - the first decline on a year-on-year basis since Q3 2020. (FactSet) Is this a harbinger of further earnings declines ahead? What does this mean for the equity market? The slowing in inflation has moderated. What does that indicate about pricing power within different sectors? And how will the Fed react? [NFM-20130AO.68]
The skinny
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