What the market is getting wrong about earnings and trade

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What the market is getting wrong about earnings and trade (via TradingNation)

is looking for over 6% growth in that quarter. I think it assumes that a trade deal is going to be done sooner rather than later, and I think that's the major risk that the market really is just anticipating that, and not anticipating the risks that are associated with that. "reminded markets on Tuesday that distance between negotiations and a deal is still vast and that additional tariffs are on the table. However, markets barely reacted — the Dow ended the day down just 9 points.

Bell says a reset of second-half expectations could materialize in companies' outlooks as the earnings season progresses.

 

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TradingNation It amazes me that so many people point to year to date gains when December’s sell off was anything but normal. Be smart with your money and look at two or five year trends.

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