BLOOMBERG Bloomberg July 3, 2024
They have fared pretty well during september. But earlier in the year when we saw that huge rally in tech, they performed quite badly. Going back to the micro and macro factors, when earnings are important, Balance Sheets are important, they should be the perfect time . Of course, for the last month, we have seen macro factors coming in strong. We have seen the higher for longer narrative. We have seen political developments. So, now that those micro factors are fading in, it can matter again soon. Guy abigail, talk about dispersions in the market. What are correlations at the moment . I look ...