
Nike’s Earnings Miss, Japan’s Semiconductor Purchase, and Markets in the Second Half of 2023 6/30/23
Morning Call
00:00
The Morning's Biggest Upgrades and Downgrades
China's factory activity contracted for the third straight month while non manufacturing activity came in at its weakest level since Beijing abandoned its strict zero COVID policies late last year. Inflation in the Eurozone is more than expected in June with the consumer price index coming in at 5.5% that's down from just over 6% back in May. The Dutch government has introduced new rules restricting exports of certain advanced semiconductor equipment amid US pressure on its allies to curb sales of high tech components to who else China.
Play episode from 32:51
Transcript


