Decent Start To 1Q23 Reporting Season In The Stats & Commentary

Today in the podcast, thoughts on 1Q23 reporting season which got underway last week. Two big things you need to know. First, 1Q23 reporting season has gotten off to a decent start. We review what jumps out to us on the stats so far. Second, the tone in company commentary on earnings calls has been balanced so far. We run through key themes in our reading from last week.