5 min listen
AI Leadership Bounces Back, But Tactical Problems With The Growth Trade Remain
AI Leadership Bounces Back, But Tactical Problems With The Growth Trade Remain
ratings:
Length:
5 minutes
Released:
Sep 7, 2023
Format:
Podcast episode
Description
Today in the podcast, two big things you need to know: First, AI leadership bounced back as the summer came to a close, but tactical problems with the Growth trade remain. Second, things that jumped out in our high frequency indicators last week included improving EPS revisions in Energy and Financials and an improvement in 2024 GDP forecasts, both of which support a transition in stock market leadership back to Cyclicals and Value.
Released:
Sep 7, 2023
Format:
Podcast episode
Titles in the series (100)
Defensive Backdrop To Earnings by RBC's Markets in Motion