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Surveillance: Tech Fatigue with Kaiser
Bloomberg Surveillance
What Do Your Securities Analysts Say About This Pending Season?
The bar is pretty high going into earnings this quarter, particularly in the tech space. We have seen investors kind of gravitating towards stocks that have strong EPS momentum. To me, I want to continue the Walgreens conversation. It's the services side of the economy and it's the labor market and consumer spending. That are the things you need to pay most close attention to going to the second half of the year.
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