• 2Q24 Reporting Season Is A Key Test For The Rotation Trade

  • Jul 16 2024
  • Length: 5 mins
  • Podcast

2Q24 Reporting Season Is A Key Test For The Rotation Trade

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  • Summary

  • 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.
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