On the audio blog we recap a full week of geopolitics starting with Russia ending with China and a full slate of earnings releases across the S&P.
For investors there are significant cross currents between strong bottom of fundamentals and challenging macro headlines in a global economy that is solid but uncertain.
Investors can listen in for more insight into:
S&P earnings season, US Dollar, The Fed reserve, emerging market fund flows, and global asset allocation including the tech trade.
Have a great weekend