This chapter delves into the dynamics of the current earnings season, spotlighting the strong performance of small cap financials compared to larger tech stocks. It also discusses the implications of Federal Reserve policies and the potential for a bull market amidst rising earnings growth in companies outside the MAG 7.
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Bloomberg Intelligence Chief Equity Strategist Gina Martin-Adams talks mega-cap earnings and the latest eco data. Angela Stent, Senior Fellow at the Brookings Institution, on the Gershkovich/Whelan prisoner swap with Russia, Bloomberg Intelligence Senior Tech Analyst Mandeep Singh on META earnings recap, and we Drive to the Close with Katy Kaminski, Chief Research Strategist at AlphaSimplex.
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