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we see -- if it happens, when I say if, more like a
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2022 Q2
20 Sep 22
Corporate, after adjusting for some favorable tax item, is slightly better than our June IR Day range, call it about $0.01 due to
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2022 Q2
20 Sep 22
today, we're forecasting full year organic growth better than what we were seeing at our June IR Day.
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2022 Q2
20 Sep 22
sustained rate increases
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2022 Q2
20 Sep 22
fourth quarter brokerage outlook is a little bit better, right, than at the June IR Day. What's the reason for that?
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2022 Q2
20 Sep 22
our clients will stop paying their people before they stop paying their premiums
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2022 Q2
20 Sep 22
the brokerage business during a normal recession during an inflating premium rate environment can still post terrific organic results.
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2022 Q2
20 Sep 22
nominal GDP is the bigger factor for our revenue much more than real GDP.
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2022 Q2
20 Sep 22
normal recession, maybe more like 1990, '91, and again, of what happened maybe in 2000, 2001, and before 9/11. We do not see next year being a clinch
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2022 Q2
20 Sep 22
we're not seeing daily indications of our customers' growth slowing at this point
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2022 Q2
20 Sep 22
with rate increases, with interest rates up, it's a pretty good environment for a broker.
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2022 Q2
20 Sep 22
Inflation, as Doug said, really has an impact on about 20% of our expenses.
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2022 Q2
20 Sep 22
it's not all that different than the discussion that we had in June
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2022 Q2
20 Sep 22
in June, I had asked you about recession.
You said you guys were not seeing it
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2022 Q2
20 Sep 22
this is a no never mind but can dramatically impact comparability, so we adjusted out.
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2022 Q2
20 Sep 22
the large noncash gain in our results this quarter is mostly due to increases in interest rates and market volatility. When these increase, the value of our earn-out liability declines, thus creating GAAP income
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2022 Q2
20 Sep 22
favorable FX remeasurement gains given the strengthening in the dollar.
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2022 Q2
20 Sep 22
organic revenue growth of around 10% in each of third and fourth quarters '22.
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2022 Q2
20 Sep 22
Risk Management
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2022 Q2
20 Sep 22
even with rising CPI, we remain comfortable with our 2020 margin outlook.
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2022 Q2
20 Sep 22