So you're worried about an earnings recession 🙋🏻‍♂️

Plus a charted review of the macro crosscurrents 🔀

An AI-generated image of traders.

Stocks barely budged last week, with the S&P 500 shedding 0.1%. The index is now up 7.6% year to date, up 15.5% from its October 12 closing low of 3,577.03, and down 13.8% from its January 3, 2022 closing high of 4,796.56.

One of the biggest concerns in the stock market right now is the expectation that earnings growth wi…