9 key macro events this week, but Treasury refunding most important arguably. Incoming data likely soft-ish which should help break negative doom loop on stocks. We discuss: Tireless Ken and team analyzed earnings transcripts and found 360 references to Israel- Gaza connected to headwinds, uncertainty, compared to ~45 to 50 past 5 quarters. So the war is even top of…
Fundstrat Addressing the Incoming Data Ahead of Fed Day
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