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Bloomberg Surveillance TV: July 23, 2024

Bloomberg Surveillance

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Market Rally Drivers and Influence of Political Factors on Small Caps and Equities

The chapter delves into the recent market rally influenced by positioning and risk on sentiment, highlighting gains in financials, deep value stocks, and equities with high short interest. The speakers assert that profits and economic indicators like GDP and interest rates will have a more significant impact on small caps and the index compared to political factors.

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