Deutsche Bank SELL

Investor Positioning and Flows July 27

Jul 27, 202659 pages页

From the report报告摘录Q2 Earnings Boom vs Tech Rotation: S&P 500 Q2 earnings +34% (vs 26% consensus), MCG & Tech growth 53%, but tech capex concerns and geopolitical risks overshadow; discretionary positioning at 17th percentile…

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