S11E1 - This Might Take A Minute

The big things you need to know:

First, we review our key takeaways from our review of March company commentary on the Middle East conflict on EPS calls and in conference presentations. What we read adds to our understanding of why the US equity market has been fairly resilient since the Iran strikes, and also leads us to believe that it may simply take more time for the equity community to fully understand the impacts from an extended conflict.Second, other things that jump out this week include much better EPS estimate revisions trends in the top-10 market...