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TME Weekend: Plummeting Revisions And Huge Index Deleveraging

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Revisions skewing lower

Jefferies: "....the negative revision skew is below the magic 1x level and bottom quartile. Although the magnitude of cuts is different vs. lockdowns & the tech layoffs, the mismatch between CY25 expectations earlier in the year vs. now looks widespread across most sectors as 7 of 11 are <1x."

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