BLOOMBERG Bloomberg July 4, 2024
Definitely macro driven. That has been the narrative from the getgo. Earnings season providing a brief interlude where we look at companies to deceive much happening you look at whats happening with the earnings and where we go from here but then we step snap back to talk about the macro. Earnings news isnt sufficient to move the markets at an index level so we are waiting for a macro catalyst at the back end of the week. Bottom up, 8. 2 on the downside, this company clearly has problems in terms of manufacturing and contracts. We will see how it starts later this week. The ubs story is intere...
Source: archive.org
