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Mag 7 earnings growth is
still impressive, but the rest of the S&P 500 is starting to
catch up now, per BofA
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00:01 - 14/08/25
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SPX earnings outrealize the
options-implied move for the first time ever, per Goldman
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The consensus trade in fixed
income is long treasuries right now, as shorts have fallen
out of favor and net positioning has been largely on the
rise for years. While longs aren't too extended yet, it's
worth watching as the pain trade is higher rates at this
point.
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Student debt delinquencies are surging to record levels
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Computer hardware purchases have been surging,
according to Carson data
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