Equities About to Face Challenging Seasonals
Multiples, earnings, seasonals, and anecdotal economic reports all spell trouble ahead for equities
Highlights
• Multiples, earnings, seasonals, and anecdotal economic reports all spell trouble ahead for equities
• We’re bullish on global fixed income on the heels of the Fed’s big cut
• Disappointing Flash PMIs keep the ECB in play
• State-level employment data show recessionary pressures building
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