Is bad data now good news for stocks?

Is bad data now good news for stocks?

Broadcast on: November 30, 2022
Duration: 5:07

In this episode of The Big Conversation, Real Vision’s Jamie McDonald examines the possible reasons for the pullback in commodity prices and asks whether an impending recession is the main driver. If that is the case, then why do we see such resilience in 2023 corporate earnings especially when other data, particularly housing data, is pointing to estimates being far lower.

  • Jamie McDonald, Refinitiv

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