The bull run has come to a grinding halt as large-cap tech retreats from overstretched valuations. But the concerning macro narrative driving the rest of the market deserves more attention.
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In This Episode
The Week in Review (0:00:52) — The bull run grinds to a halt as the global macro outlook weakens
The Week Ahead (0:12:30) — Fed and U.S. Nonfarm Payrolls take center stage
The Spotlight (0:16:02) — We introduce our new and improved Beige Book Sentiment Index