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  • Alex Haseldine

US GDP Tracker, Earnings Revisions

Updated: May 21

So far the reporting season for US equities has seen net upward earnings revisions pushing higher again. And our GDP tracker has ticked higher in recent weeks despite some soft patches in the macro data.

In level terms earnings expectations for this year and have risen through the reporting season to new cyclical highs. The elephant in the room over the past 18 months has of course been Nvidia, which reports this week....

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