From the Market Ear:
The consensus call of the year
Absolutely everyone agrees that consensus numbers for SPX earnings in 2023 are too high…
“Consensus 2023 EPS growth is much more optimistic than our forecasts” (GS).
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About the author
Leith van Onselen is Chief Economist at the MB Fund and MB Super. He is also a co-founder of MacroBusiness.
Leith has previously worked at the Australian Treasury, Victorian Treasury and Goldman Sachs.
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