Equifax: Fundamentals Are Better Than Expected, But Macro Risks Haven't Cleared

My previous investment thought on Equifax ( EFX ) in February was a downgrade to hold rating because I was worried about the near-term outlook, especially with mortgage rates still high and Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I ...