Finanshuse: Bigtech er løbet fra hele markedet, hvornår følger det efter?

“The passage of the debt ceiling may mean a return to macro fundamentals, where earnings are holding up better than expected with margins (ex-Energy/Fins) higher on a QoQ basis and the expectation for earnings to accelerate higher from here. I understand the fears triggered by the inverted yield curve, but it seems unlikely that we see a recession when the unemployment rate is 3.5% and we are printing more than 200k jobs each month (253k was last print; 23Q1 average was 295k).”