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Deteriorating Corporate Confidence
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Deteriorating Corporate Confidence

Episode 79
The Transcript
,
Scott Krisiloff
, and
Erick Mokaya
Oct 25, 2022
∙ Paid
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In this episode, we discuss the deteriorating corporate confidence, the impact of the strong dollar on US earnings, and explore whether air travel has experienced a permanent structural change. We also preview tech earnings that flood in this week.

The episode is based on yesterday's newsletter which is available on Substack.

The Transcript
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