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2Q24 Reporting Season Is A Key Test For The Rotation Trade
Season 7
Episode 18
Published 1 year, 9 months ago
Description
Two big things you need to know: First, we see 2Q24 reporting season as a key test for the rotation trade that attempted to start up again last week. Second, we remain worried about a pullback in the S&P 500 given the latest developments on our sentiment and positioning work, but timing seems a bit more complicated due to last week’s CPI print and surge in optimism on Fed cuts.