Equities About to Face Challenging Seasonals

Sep 23, 2024

∙ Paid

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

Subscribe to Early Morning with Dave to keep reading this post and get 7 days of free access to the full post archives.