Signs We're Past Peak Inflation, says Ritholtz

The video discusses the dynamics of quarterly earnings, highlighting how analysts often overestimate earnings except during recessions. It explores the impact of inflation on companies and consumers, noting that companies have been able to pass on price increases without harming profits. The potential for a recession in 2023 is analyzed, with a focus on market conditions and the Federal Reserve's role in managing inflation. The video also examines the bond market, considering how high yields might attract investors, and concludes with a discussion on corporate share buybacks as a strategy to enhance shareholder yield.

What historical trend do analysts tend to follow regarding earnings estimates during recessions?

How has the pandemic affected earnings according to the text?

What is the relationship between inflation and consumer behavior as discussed in the text?

What factors should be considered when investing in equities during a market downturn?

What is the current outlook on bond yields and their attractiveness to investors?