Nike’s Earnings Miss, Japan’s Semiconductor Purchase, and Markets in the Second Half of 2023 6/30/23
Morning Call
00:00
El Salino's Stocks Picture From Gina Sanchez
Elsa: Is there an opportunity right now with regard to sovereign bonds and many of these developed markets? Sylvana: I would actually take the opposite view. People are actually more positive on the economic prospects for the Euro area than they offer the US. And so going into the second half of the year, I still think the US in relative terms is going to do better than the UK or the Euro area.
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