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Closing Bell: Broad Sell-Off Intensifies; Netflix Gets Ready to Report Results 7/18/24

Closing Bell

CHAPTER

Market Rotation and Economic Signals

The chapter delves into the market rotation, emphasizing the surge in small caps driven by expectations of a rate cut and lower yields. It discusses concerns about a potential recession despite the Fed's planned rate cut in September and advises on diversifying portfolios. The conversation also touches on mixed economic signals, the impact of the upcoming election on the market, and suggestions for positioning to navigate market volatility.

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