Economic Research Video: Earnings Season With a Difference

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A New Approach to Earnings Season?

By Blu Putnam, Chief Economist, CME Group


  • Company earnings under greater scrutiny amid economic distortions.
  • Traditional number crunching might misstate revenue, EPS, expenses.
  • Developing themes and narratives might be a better analytical tool.
  • Focus on sectors with positive cash flow, dividends, rebuilding prospects.
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