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Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore

The Compound and Friends

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Intro

This chapter features a celebrated market researcher's reflections on two decades at JP Morgan, delving into key lessons and trends in the financial world. The discussion includes detailed analysis of major companies' earnings reactions, with particular emphasis on brands like Starbucks and Chipotle, alongside anticipations for tech giants such as Microsoft, Meta, and Apple.

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