Kiwi1978
2022-07-20

Whilst global stocks have dropped by c.20%earnings have largely held within forecast orrun rate. Some industries (example Consumer Stamples or Oil) have increased earnings. I guess getting a sugar hit before the costs associated with inflation land in their bottom linea

Interest rates up, stocks down, crypto down, bonds up. It is a confusing time for anything but long term holders of quality companies. 

Q2 Earning Season
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