VRA Midday Stock Market Commentary - July 25, 2022

from VRA Investing Podcast · host Vertical Research Advisory

Here’s today's VRA VidCast: - The most important week of the summer. $8 trillion in mega-tech earnings, Fed rate hike/presser and Q2 GDP. - Fed funds rate and 10 year yields. Inversion is nearing. Animal spirits are gone. Recession follows. - "Let’s Go Brandon". - Fund flows into equities from short covering, buybacks and underinvested money managers should keep stocks rising. - Analytics and sentiment flashing “buy”, into midterms and year end.

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VRA Midday Stock Market Commentary - July 25, 2022

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