5 min listen
Taking Tech’s Temperature
ratings:
Length:
6 minutes
Released:
May 19, 2021
Format:
Podcast episode
Description
In this week’s podcast, Lori discusses why she believes the unwind in big Tech isn’t done yet. She cites five reasons: (1) positioning in Nasdaq futures hasn’t bottomed out; (2) valuations have improved but aren’t compelling; (3) the sector tends to underperform when inflation expectations are rising; (4) earnings revisions trends appear to be peaking; and (5) ETF flows to the sector have dried up.
Released:
May 19, 2021
Format:
Podcast episode
Titles in the series (100)
Economic Surprises & Lions – Oh My! by RBC's Markets in Motion