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

Tim

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