Dissecting the Impact of Strong Dollar with an Earnings Guru
May 20, 2015 at 11:30 AM EDT
On May 8, Professor Jeremy Siegel and I chatted with David Bianco, Head of U.S. Equity Strategy at Deutsche Bank, about S&P valuations, earnings growth and the impact of a stronger dollar and weaker oil prices on earnings. Professor Siegel dubs him “the S&P earnings guru.” Below we share a...