Big Tech Earnings, The Fed, Inflation Data
Bloomberg Surveillance
00:00
Navigating Earnings Season and Market Dynamics
The chapter delves into the current earnings season, emphasizing the importance of strong guidance amidst high equity valuations. It explores the outlook for the technology sector and the impact of AI profitability on market indexes. The discourse also touches on market valuations, inflation data, rate cuts, and strategies for managing evolving market dynamics.
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