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Sign In(1) Economy good. Earnings not so good. (2) Google reports more searches for “recession.” (3) The profits cycle drives the business cycle. (4) Unprofitable companies are retrenching, particularly in Energy and Materials sectors. (5) Jobless claims remain surprisingly low in oil-patch states. (6) A tough earnings season. (7) Forward earnings is a good leading indicator, but misses recessions. (8) The dollar is a drag. (9) Overall revenues growth and profit margins weighed down by Energy and Materials. (10) Other sectors still showing good revenues and margins.
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