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There’s a lot to talk about tonight. Earnings, for one; we’ve got some big, systemically important banks set to report starting tomorrow.
And unless you’ve been hiding out up on a mountain somewhere, you know this earnings season is going to unfold against a historically volatile backdrop, with some of the biggest moves we’ve seen in years, if not decades. Double-digit drops and recoveries followed by even more volatility.
If that weren’t, economists are raising the odds of recession on us. Austrians, Keynesians, and everyone in between agree that some kind of slowdown is due, if it’s not underway already. We’re going to check in on sector rotation to make up our own minds – and pick the juiciest targets.
So, take a deep breath – we’ll be okay – and let’s dive in…
