2025 EPS Revisions +2.6% This Year, S&P 500 +16.8%... No Bubble??
Stocks rally far beyond the pace of earnings revisions
Highlights
• Stocks rally far beyond the pace of earnings revisions
• Yes, inflation was transitory after all
• Demand growth set to come in flat in Q2
• Rate cuts can fix Canada's productivity crisis
Keep reading with a 7-day free trial
Subscribe to Early Morning with Dave to keep reading this post and get 7 days of free access to the full post archives.