Soft Landing Tech Trap, Under the R(AI)dar, and 3 Big Bellwethers 7/31/23
The Exchange
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The Market Narrative for the Month of July
The month of July has seen every single sector in the S&P 500 to the upside, led by these three key ones. The stocks you got to watch, Apple and Amazon, we've talked about them a lot. They're both reporting earnings later on this week. And it's now consensus that we'll have a soft landing if we have a landing at all.
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