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2Q22 Halftime Report

2022-08-03

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Today in the podcast, our takeaways on 2Q-2022 reporting season, with more than half of S&P results in. The big things you need to know: First, 2H22 and 2023 forecasts have started to come down, but perhaps not enough. Second, within the S&P 500 sector standouts so far include Energy, REITs and Utilities along with Tech. Third, Small Caps are the star of the show so far.