Today’s Compound and Friends is brought to you by Masterworks:
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On today’s show we discuss:
- The S&P hasn’t made this many daily U-turns since 2008
- Market reaction to Octobers CPI print
- Earnings moving forward
- What future CPI prints may have in store for us
- Sector rotation
Listen here:
Warren Pies:
Charts:
Tweets:
Drop in S&P 500 blended forward 12m EPS not yet anywhere close to recessionary pic.twitter.com/QiwFtN2spe
— Liz Ann Sonders (@LizAnnSonders) November 9, 2022
Equity put/call ratio spiked yesterday to highest since March 2008 … magnitude surpassed March 2020 spike by narrow degree pic.twitter.com/JVe4Z1GnKC
— Liz Ann Sonders (@LizAnnSonders) November 9, 2022
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