Goldman's Kostin Expects Fewer Buybacks Next Year

The video discusses the impact of a strong dollar on US companies, highlighting that 70% of revenues are domestic, with tech companies being more affected due to overseas sales. It examines the role of corporate buybacks as a major demand source for US shares, predicting a decline in buybacks in 2023. The discussion also covers earnings expectations, noting potential declines in a recession scenario, and the challenges companies face with higher inflation and weaker margins.

What are the implications of lower earnings growth expectations for the stock market?

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How do inflation and higher costs affect company margins and earnings?

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What factors contribute to the downward pressure on margins as discussed in the text?

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