Defensive Backdrop To Earnings - a podcast by Lori Calvasina

from 2020-07-14T13:29

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In this edition, Lori discusses updates her thoughts on some of the more important daily and weekly indicators that she tracks. Four big things she’s learned over the last week: (1) The SandP 500 has been surging, but defensive undertones remain. (2) A pivotal earnings season is underway, in which we see risk of downward revisions. (3) Signs of stress remain in short-term indicators. (4) Stocks are starting to trade more in sync with Biden’s chances of winning in November than Trump’s.
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