
Sign up to save your podcasts
Or
Three big things you need to know: First, earnings season has been fine so far, and what we’ve read has kept us in the “tired goldilocks” camp. Second, we run through the latest updates for the indicators we’re monitoring in the rotation trade. We are mindful of headfakes, but think the trade may still have some room to run in the short term. We also still think whether a durable multi-year leadership transition is underway remains to be seen. Third, individual investor sentiment took a big hit last week per the AAII survey, while US equity flows have remained strong, keeping us on guard for an end to the current pullback.
4.8
3838 ratings
Three big things you need to know: First, earnings season has been fine so far, and what we’ve read has kept us in the “tired goldilocks” camp. Second, we run through the latest updates for the indicators we’re monitoring in the rotation trade. We are mindful of headfakes, but think the trade may still have some room to run in the short term. We also still think whether a durable multi-year leadership transition is underway remains to be seen. Third, individual investor sentiment took a big hit last week per the AAII survey, while US equity flows have remained strong, keeping us on guard for an end to the current pullback.
1,199 Listeners
189 Listeners
94 Listeners
991 Listeners
938 Listeners
181 Listeners
58 Listeners
2,047 Listeners
1,267 Listeners
69 Listeners
414 Listeners
195 Listeners
795 Listeners
12 Listeners
10 Listeners
0 Listeners
161 Listeners
3 Listeners
18 Listeners
70 Listeners