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33min chapter
Microsoft & Meta Earnings Preview
MRKT Call
Navigating the Stock Market Landscape
This chapter examines the current dynamics of the stock market, focusing on the stagnation of the S&P and the impact of major tech earnings, particularly from companies like Microsoft and Google. It also discusses essential macroeconomic indicators, the labor market's resilience, and consumer spending trends amidst rising credit debt and inflation concerns. Additionally, it analyzes interest rates, budget deficits, and the implications for upcoming elections, while highlighting the intricate relationship between economic data and investor sentiment.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode