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Market Impact: 0.15
Earnings Have Been "Armor" to Tolerate Yields: Bordlemay
Source: Bloomberg
Corporate EarningsInvestor Sentiment & Positioning
Goldman Sachs Asset Management’s Katherine Bordlemay said the magnitude and breadth of current earnings strength should continue to support the market. The comments are positioned as market-reassuring but provide no new company or macro datapoints, suggesting limited incremental near-term impact.
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neutral
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