• Is bad data now good news for stocks? | The Big Conversation | Refinitiv

  • 2022/12/01
  • 再生時間: 17 分
  • ポッドキャスト

Is bad data now good news for stocks? | The Big Conversation | Refinitiv

  • サマリー

  • 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. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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あらすじ・解説

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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