BLOOMBERG Bloomberg Markets Balance Of Power July 13, 2024
Of High Frequency data we were waiting on. Example, the sox index, why is that rallying . Abigail it has mainly to do with trade optimism. A good portion of the Chip Companies from china, a good portion of the supply chain. Investors hoping the important shift is coming out of the bottom and phase and if 5g goes ahead, that create a major upgrade cycle. However, it does look frothy, so it is important to keep that in mind. Are investors getting ahead of themselves . Last year was a bad year for managers. As we go into the end of the year, you have to think managers want to lock is one in so th...
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