Third-quarter earnings season is finally behind us — and like the prior quarter, results were solid overall compared to analyst forecasts. However, those expectations were low, thanks to macroeconomic headwinds like elevated inflation, a strong U.S. dollar and geopolitical tensions. The bar was not set high. Investor uncertainty remains high as key storylines play out in the market, including the future path of Federal Reserve interest rate hikes and the odds of a recession in 2023 and beyond. Fortunately, commodity prices appear to have rolled over and the U.S. dollar may have peaked. We also expect another round of layoffs,...