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Oct 05 2023

Late Cycle Lingers

  • Oct 5, 2023

With Q2-23 reporting complete, the ratio reads 1.06. Based on the final numbers recorded for the last six quarters, it looks like the longest late-cycle earnings streak in this vignette’s history (average reading of 1.08).


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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager