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Dario Perkins observes that the current earnings season has been highly unusual, citing an impactful chart shared by another user.
He points to distinctive patterns highlighted in recent earnings data, emphasizing the remarkable nature of this reporting period.
Perkins has previously analyzed central bank strategies and their effect on markets during periods of crisis, as discussed in the return of a macro podcast. He has also drawn attention to Europe’s economic support measures, noting that recent interventions totaled just 0.04% of GDP, in contrast to more substantial 2022 bailouts, in a prior assessment. These earlier observations add context to his latest remarks on unusual earnings patterns.