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Market Impact: 0.2
Earnings Make Rising Rates Tolerable for Equities, NewEdge’s Dawson Says
Source: Bloomberg
Market Technicals & FlowsInvestor Sentiment & PositioningCorporate Earnings
Cameron Dawson (NewEdge Wealth) expects 2Q to be the peak in earnings growth rate and recommends waiting for upcoming volatility to create better equities buying opportunities. The note is more positioning/sentiment-driven than a company-specific fundamental update.
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