Listen "Cross-Currents for Corporate Profits"
Episode Synopsis
Season 05 Episode 03
Higher inflation, higher interest rates, and slowing consumer demand have all posed considerable headwinds to U.S. equities and contributed to the large selloffs experienced in markets this year. In this episode, Dr. David Kelly is joined by David Lebovitz, Global Market Strategist for J.P. Morgan Asset Management, for a discussion on the outlook for U.S. equities and what investors can expect from the 3Q22 earnings season.
Higher inflation, higher interest rates, and slowing consumer demand have all posed considerable headwinds to U.S. equities and contributed to the large selloffs experienced in markets this year. In this episode, Dr. David Kelly is joined by David Lebovitz, Global Market Strategist for J.P. Morgan Asset Management, for a discussion on the outlook for U.S. equities and what investors can expect from the 3Q22 earnings season.
More episodes of the podcast Insights Now
Why Is Asset Allocation So Important?
31/08/2025
What Bonds Fixed Income Research Strategies?
20/08/2025
How Secure is Securitized Debt?
06/08/2025
Taking a Pulse on Healthcare
26/07/2025
What’s Behind Muni Moves?
03/07/2025