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Second Half [2024] Themes, Earnings Season, and Goldilocks Challenged
This week, our 3 Things are:
1. Second-half [2024] themes. Moving on from inflation.
2. Earnings season. Pepsi, Delta, and ConAgra report—and reality bites.
3. Goldilocks challenged. Two charts we came across don’t fit the narrative.
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By KBRA
5
1717 ratings
This week, our 3 Things are:
1. Second-half [2024] themes. Moving on from inflation.
2. Earnings season. Pepsi, Delta, and ConAgra report—and reality bites.
3. Goldilocks challenged. Two charts we came across don’t fit the narrative.
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