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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