great summary, thanks rich. i might suggest another weapon to put in your "earnings surprise" arsenal. CGERGLOB Index = Citi global earnings revision breadth (+/-) which can be a good indicator on the direction of earnings and earnings surprise momentum...long before companies actually report the news. similar to the citi economic surprise indices.
i would post the chart here...but substack hasn't figured that part out yet. -Mr B
Great analysis, gives one 3 things to think about in the overall picture.
great summary, thanks rich. i might suggest another weapon to put in your "earnings surprise" arsenal. CGERGLOB Index = Citi global earnings revision breadth (+/-) which can be a good indicator on the direction of earnings and earnings surprise momentum...long before companies actually report the news. similar to the citi economic surprise indices.
i would post the chart here...but substack hasn't figured that part out yet. -Mr B
This is a great idea Mr. Blonde. Thank you