Macro Matters - Rates, dollar, earnings and performance - Volume 8, August 1, 2023
Aug 4, 2023
37:15
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In this episode, Tony and Rich recap the latest FOMC meeting, how the short-term interest rate market responded, what we have seen from earnings so far this season, and how the sector performance can give us some clues as to what investors might be positioning for as we exit the summer