Good News:
- Good news
- Still strong hiring data
- Still strong earnings estimates
- Strong GDPNow
- Oil down
- Consumers have cash
- Strong corporate balance sheets
- Strong bank capital
- Inflation is moderating
Bad News:
- LEI down again
- Inverted yield curve
- Services PMI tanks
- Weak retail sales
Download the Complete January 2023 Fritz Meyer POV Highlights PDF
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