December 4, 2022

On today’s edition of “Boiler Room,” Alfonso Peccatiello is joined by anonymous analyst Mr. Blonde for an update on the forces driving equity markets through the end of 2022 and into 2023.

Mr Blonde walks through the 3 biggest factors driving markets today: U.S midterms, earnings & the Fed. Being vocal about the bear market driven by the Fed’s tightening cycle, Mr Blonde now sees the next leg of this bear market being driven by earnings revisions. To hear all this & more, you’ll just have to tune in!

Follow Mr Blonde: https://twitter.com/MrBlonde_macro
Follow Alfonso: https://twitter.com/MacroAlf
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Subscribe To The Macro Compass: https://themacrocompass.substack.com/

Referenced In The Show:
Stuck In The Middle: https://stuckinthemiddle.substack.com/

Timestamps:
00:00 Introduction
00:50 The Next 3-6 Months In Equity Markets
03:28 Mid Term Election Impact?
07:45 Equity Earnings Season
11:39 What Is This: 2001?
14:51 Looking Ahead 6 Months Into 2023
18:24 The Powell Pivot
25:36 Final Thoughts

Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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