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Expectations For 1Q Earnings Season
Schwab Network
English - March 30, 2023 22:17 - 9 minutes - 87.2 MB - ★★★★★ - 23 ratingsNews Commentary News Business News business news news commentary news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: U.S. Consumer Strength Driving Inflation
Next Episode: Bull Case For Defense Stocks
We are in an earnings recession already, says Eric Lynch, but investors may not be factoring that in. He recommends playing defensively by looking for companies with very high visibility into their earnings and low volatility. He expects the energy sector to suffer this year even though it led last year. He is also concerned about the financial sector.