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Podcast: Macro Mornings 💡
Episode: Profit in Q323 for US economy (Market Perspectives)
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🎯 UBS - (12 Market Thoughts) Return to profit growth expected in US in third quarter 👇
THE MACRO BACKDROP IS STILL SUPPORTIVE
EARNINGS ARE BEING DRIVEN BY MEGA-CAP GROWTH STOCKS
MARGIN EXPANSION LOOKS SET TO CONTINUE
🎯 Fidelity International - (10 Impressive Updates) Market Perspectives 👇
MARKETS LACKING CONVICTION
JAPAN HEALTHIER VS OTHER MARKETS
INDIA POSITIONED FOR GROWTH BUT VALUATIONS RICH