The High Bar for Tech Earnings

Vaid: It's going to be a minefield, I think, for tech earnings. And the tough part, too, is you look at that week between July 24th and July 31st,. You get the FOMC and that's when you get a large cap earnings. Vaid: If we're going to have a recession in the second half of the year, it's going to have to come from the consumer side of the market.

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