A look at the markets shows asset managers are moving money around in ways that suggest they see a recession coming. WSJ’s Dion Rabouin explains what to look for and why they tell us investors are increasingly pricing in a recession. Illustration: David Fang
“If your revenues are going down, but costs for labor, materials and other things are still challenging, that could be a real headwind to earnings,” said Anujeet Sareen, portfolio manager at Brandywine Global. So far, the decline in earnings estimates hasn’t been big enough to put companies on course for losses. S&P 500 companies are still expected to post earnings growth of 3.7% for the third quarter, according to FactSet. That would mark the slowest pace of growth since the third quarter of 2020.
Lol. Companies are growing pessimistic that they won't have record shattering earnings is more accurate.
𝐀𝐟𝐭𝐞𝐫 𝐭𝐡𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐚𝐧𝐝 𝐠𝐮𝐢𝐥𝐝 𝐥𝐢𝐧𝐞 𝐨𝐟 mr Tyronbfx_21 𝐈 𝐰𝐚𝐬 𝐚𝐛𝐥𝐞 𝐭𝐨 𝐢𝐧𝐯𝐞𝐬𝐭 €1500 𝐚𝐧𝐝 𝐦𝐚𝐝𝐞 𝐚 𝐩𝐫𝐨𝐟𝐢𝐭 𝐨𝐟 €15,550 𝐚𝐥𝐥 𝐭𝐡𝐚𝐧𝐤𝐬 𝐭𝐨 𝐲𝐨𝐮 𝐚𝐧𝐝 𝐲𝐨𝐮𝐫 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦
No sh…..t, the hell you say! Get ready for the big round of layoffs in Q4 as the full effects of the socialistic economic policies continue to take hold.
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