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For your information, you can find below the description of the video JPM's Lebovitz Says Market May Be 'Overly Pessimistic' on Earnings published by the Youtube channel Bloomberg Markets and Finance:
David Lebovitz, global market strategist at JPMorgan Asset Management, says predictions for a steep decline in US corporate earnings are discounting the impact of inflation on margins. "People may be overly pessimistic, not recognizing what inflation does for revenues," he says on "Bloomberg Surveillance."
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