Podcast: Quick Micro & Macro Update
|Barry C. Knapp||Jul 15|
This is a new product for paid subscribers. Please listen to a brief update on several of our investment themes based on incoming micro and macro data.
Earnings: Net revisions, EPS & revenue contraction, bank ROE contraction
Macro: production, global trade and capex recovery, import price reflation
Figure 1: Net revisions is a diffusion index for analyst e…