The Macro Brief - Competing US narratives

HSBC Global Viewpoint: Banking and Markets by Garen Yebremian

Jul 24, 202615:13Business

Alastair Pinder, Dhiraj Narula and Saul Martinez assess the tug-of-war behind US equity market performance - from AI capex spend, to higher rates, to the extraordinary earnings cycle for US financials. Click here for app...

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