UBS On-Air: Market Moves cover image

CIO Global Livestream: What is driving markets - Elections or earnings?

UBS On-Air: Market Moves

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Analysis of Recent Small Cap Performance and Earnings Expectations

Discussion on the recent outperformance of small caps in the market driven by macro and technical factors, fueled by hopes of a rate cutting cycle by the Fed in September. Emphasis on the significance of sustainable earnings growth in small caps amidst downward revisions compared to the upward revisions in large caps.

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