[ad_1]
Immediately’s Compound and Buddies is dropped at you by Jack Carr’s “Solely the Useless”:
Due to Jack Carr’s “Solely the Useless” for sponsoring this episode! See right here to seize your Compound Summer time Learn.
On as we speak’s present, we talk about:
Hear right here:
Charts:
Tweets:
“That is what a mushy touchdown seems like,” says JPMorgan’s Camporeale on @CNBC — who provides they’ve reduce their recession odds from 40% final yr to 25%.@SquawkStreet $SPX
— Carl Quintanilla (@carlquintanilla) June 27, 2023
Immediately begins a collection of extremely centered on PMI surveys that provide no precise info worth.
S&P International PMI and ISM surveys have been unrelated to precise measured exercise for years now within the US. Its a waste of time to deal with them.
The *finest* is under. Missed rebound: pic.twitter.com/WV6C9f6uBw
— Bob Elliott (@BobEUnlimited) June 23, 2023
“We estimate that AI-driven surprises led to a 3-4% improve in S&P 500 EPS this yr” –SocGen pic.twitter.com/jUwZLmyRNT
— Gunjan Banerji (@GunjanJS) June 26, 2023
Ian Cassel:
Contact us at askthecompoundshow@gmail.com with any suggestions, suggestions, or questions.
Comply with us on Instagram and YouTube.
Try our t-shirts, espresso mugs, and different swag right here.
Subscribe right here:
Wealthcast Media, an affiliate of Ritholtz Wealth Administration, acquired compensation from the sponsor of this commercial. Inclusion of such commercials doesn’t represent or suggest endorsement, sponsorship or advice thereof, or any affiliation therewith, by the Content material Creator or by Ritholtz Wealth Administration or any of its workers. Investing in speculative securities entails the chance of loss. Nothing on this web site needs to be construed as, and might not be utilized in reference to, a proposal to promote, or a solicitation of a proposal to purchase or maintain, an curiosity in any safety or funding product.
[ad_2]