Tactical US Equity View as Earnings Ramp Up

Making Sense

In this episode, the Data Assets & Alpha Group discuss the drivers of the recent sell-off and rotation in US equities, as well as the early takeaways from the current earnings season. They also discuss how much positioning has changed, which macro data points should be critical for the path ahead, and key views from here. Andrew Tyler, Head of US Market Intelligence, and Ellen Wang, member of the US Market Intelligence team, are in discussion with John Schlegel, Head of Global Positioning Intelligence.

This episode was recorded on July 29, 2024.

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