Actual Data vs. Recession Fears
Hey, Ross Givens here! Analysts just trimmed S&P 500 earnings estimates by 2.4% for Q2—more than usual, but not exactly doomsday stuff. We’re in the middle of a trade war, so some pullback makes sense. But here’s the kicker: earnings cuts like this didn’t stop the market from rallying in Q4 last year—or in 2023. Don’t buy the fear. I explain why the data tells a different story in today’s Insight.
May 9, 2025
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