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6min chapter
June Inflation Data Reaction; CPI and Jobless Claims
Bloomberg Surveillance
Market Outlook and Earnings Expectations
The chapter discusses the positive outlook for the equity market buoyed by Fed policy and expectations for strong earnings growth in Q2 2024. It also explores the impact of earnings revision ratios, bond yields, and the role of AI in defining the current market landscape.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode