Season 7 · Episode 18
2Q24 Reporting Season Is A Key Test For The Rotation Trade
RBC's Markets in Motion · RBC Capital Markets
July 16, 20245m 26s
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Show Notes
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.