What Recovery?

Maybe we should be used to high unemployment … but now the bad news on jobs is coupled with queasiness about corporate earnings.

The latest earnings season began with the S&P 500 dropping 1% yesterday.  It has dropped 2.5% over the past four trading days.  The Dow Jones Industrial Average was down 0.8%

Based on estimates compiled by Bloomberg analysts, profits for S&P 500 companies fell 1.8 percent in the second quarter, marking the first decline since 2009.  More troubling, though, is that the drop is likely part of a trend.  What can we expect in the third and fourth quarters?

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