Investors should view 3Q earnings as a “calm before the storm,” notes Tim Urbanowicz. He discusses 3Q earnings season takeaways. He talks about how consumers are weakening, and he expects retail sales to slow. He highlights that bond volatility is extremely high and impacting ETF inflows, and peak rates are likely in, but higher for longer is not going away. He then looks at the market impact of continued geopolitical tension. Tune in to find out more about the stock market today.
The Watch List
19 Oct 2023
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