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株式 Strategy Insight

Greeting Q2-2023 Season: What Is Penciled In

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Q2-2023 is expected to be a bookend quarter to the earnings contraction of the past year, and hopefully, will open a new chapter. Much of that potential positive news is already priced as the market has been looking past earnings contraction. However, with valuations stretched, the market is fragile and the reaction to disappointment will be brutal.

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