FIVE THEMES FOR INVESTORS TO WATCH AS EARNINGS SEASON KICKS OFF
https://media.zenfs.com/en/bloomberg_holding_pen_162/765410e1542d8bf3716e0501cdd0b499
✍️ US stocks have swung from a dramatic April selloff to new heights, with traders waiting to see if Corporate America's report cards justify the optimism priced into equity markets.
👉 Trade war impact on supply chains and costs may not be pronounced in second-quarter earnings 👉 Earnings revision momentum has turned positive for the second quarter 👉 Tech giants are projected to spend big on AI development 👉 Stock-pickers may benefit from trading out of sync 👉 Downgrades in Europe due to trade war fears
-- #Akon #KevinGordon #GinaMartinAdams #WendySoong #TonyKim #LisaShalett #GeorgesDebbas #DavidAdams #Senegal #Philadelphia #Germany #business
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