UBS On-Air: Market Moves Top of the Morning: Q2 earnings preview, Equity valuations, week ahead
Jul 12, 2024
Matt Tormey, Equity Strategist Americas at UBS CIO, discusses Q2 earnings expectations, equity valuations, and market positioning. They touch on inflation data, tech and industrial sector recommendations, and insights on the June jobs report. Future predictions include potential rate cuts by the Fed and upcoming economic and earnings events.
Chapters
Transcript
Episode notes
1 2 3 4
Intro
00:00 • 2min
Analysis of anticipated earnings growth, equity valuations, and sector recommendations
01:45 • 2min
Analysis of PC and Smartphone Markets, Industrials Sector, and Recent Inflation Data
04:02 • 2min
Analysis of June Jobs Report and Preview of Economic and Earnings Calendars
06:14 • 4min