earnings rally
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 12, 2023 by Urien Timmer · across every show →
Everything said about earnings rally, oldest first
Sep 12, 2023 neutral
Timmer: Equity rally driven by P/E expansion is ending
“If that earnings pivot comes and that earnings recovery happens, then the market can continue to advance on the basis of rising earnings, but the phase where it rises purely on the P.E. Going up, that, I think, is, is now ending, and I think, you know, in the …”