Earnings season coming
June 30, 2009 at 08:51 AM EDT
[Skip to the end] I am thinking earnings season should be pretty good this quarter. Fiscal policy has been more than supportive since year end, fiscal consolidation is currently still all talk. Negative shock risks are still there, however, California, eurozone banks and/or governments, nukes, etc. Not sure on timing. World Outlook: Recovery ahead For the first time since [...]