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The Hunt For Red October

The Hunt For Red October

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The big things you need to know:

  • First, earnings sentiment has been fading for the broader US equity market and is at a critical juncture for the biggest market cap names and Tech sector within the S&P 500.
  • Second, macro signals were mixed from the S&P 500 companies that reported over the past few weeks.
  • Third, our thoughts on Friday’s weakness in the S&P 500.

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