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Podcast: Macro Mornings 💡
Episode: The deeper the recession, the deeper the earnings decline will be. Even in China??
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Why economic growth will reflect inevitably on companies’ earnings
Earnings remain correlated to economic growth; earnings decline as rate hikes ensue
In China the scenario is more dovish and in 2023 the China’s economy should growth of 3.3%
Economic Recessions Leads to Earnings Recessions