On IMF’s War Scenarios, China’s EVs & US Earnings Revisions

The IMF’s just released World Economic Outlook analyzes the impacts of war on economies based on decades of data. Melissa has mined its findings for insights to investors trying to see through the fog of war. Chief among them: The hit to US GDP growth may be negligible. … Also: William discusses the sales windfall Chinese EV makers are enjoying as a result of the energy shock. … And: Joe’s analysis of analysts’ net earnings revisions reveals that S&P 500 sectors tied to the recently outperforming Magnificent-7 have been the target of estimate cutting, while the reverse is the case for the long-time lagging sectors.