Less Trump trade, more tech
Tuesday 23rd July 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
If markets were being driven by Trump-trade, the thought that he might have a more credible contender hasn’t had much impact. But what were we expecting? Phil talks to NAB’s Taylor Nugent about whether, beyond bitcoin, the Trump-trade was a figment of our collective imaginations. Instead, the focus is back on tech, particularly as the first two of the Magnificent Seven (Alphabet and Telsa) report their earnings this time tomorrow. The surprise yesterday was a 10bp cut in China’s…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.