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Last week's trading was driven by a handful of key developments - renewed tension in the Middle East and the kickoff of US earnings season chief among them. Today, Max Lo Certo is joined by Bell Potter Lead Strategist Rob Crookston to break down the standout themes from results so far, unpack the disappointing showing from Tesla and Alphabet, and examine the broader economic data set to influence local trading in the weeks ahead.
In this week’s video, Max and Rob cover:
- A review of last week on the market
- Factors shaping earnings season in the US
- Is this the end of Mag 7 dominance?
- Macro data to watch
- Bell Potter’s sector of the week
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