• Uncertainty Dents Optimism

  • Feb 10 2025
  • Length: 8 mins
  • Podcast

Uncertainty Dents Optimism

Listen for free

View show details

  • Summary

  • The big things you need to know: The big things you need to know: First, the earnings backdrop has softened a bit on the stats for the broader US equity market, and has also justified the rotation in performance leadership that has been seen. Second, company commentary in last week’s earnings calls highlighted the uncertain optimism that is driving US equity market performance at the moment. Third, weakness in investor sentiment and a miss on consumer sentiment stand out in our high frequency updates last week. We continue to closely monitor the vibes whose anticipated strength has been an important part of the bullish thesis on the US equity market for 2025.
    Show more Show less
Show more Show less

What listeners say about Uncertainty Dents Optimism

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available