The consensus view was forecasting for Q1 earnings to be down. Wall Street expected a near 2% decline in Q1 S&P 500 earnings. Many believed this is the first step to an earnings recession. We at CFRA, however, believed it would simply be a short-term stumble along the way. CFRA’s view was that the economy would sidestep recession, and we therefore searched for unanticipated opportunities.
During this webinar, you heard from Sam Stovall, CFRA Chief Investment Strategist, Lindsey Bell, CFRA Investment Strategist, and Todd Rosenbluth, CFRA Head of ETF and Mutual Fund Research, as they discussed: