The Road Ahead 7/7/23

Frank Holland and the Investment Committee discuss if today’s jobs report gives the Fed the greenlight to resume raising rates. Plus, a strong first months for the semi stocks. The panel debates what’s ahead for the chips in the second half of the year. Bullish calls out on Ford, GM and Tesla. And, the Chart of the Day is Biogen, as it gets FDA approval for its Alzheimer’s treatment.Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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