Weekly Market Recap - Friday, 9-July
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Description
US equity markets ending the week in positive territory this week. In this podcast we discuss the collapse in yields, reflation trade unwinds, peak-everything and the continuation of the delta variant spread.
Tickers Mentioned: DIDI, QFIN, STMP, JKS
More Episodes
US equities ended higher Tuesday, near best levels. Momentum, growth, long duration, small-caps, and lower quality were the big factor beneficiaries. Bounce continued today with help from lower rates/weaker dollar in the wake of softer flash PMI data. Some better earnings takeaways, particularly...
Published 04/23/24
Published 04/23/24
US equities ended higher Monday, off best levels. Market bounce seems to be gaining traction amid talks that recent selloff is more technical than fundamental. While macro is quiet, micro has very busy with approximately 40% of the S&P 500 scheduled to report this week.
Published 04/22/24
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