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Transcripts For BLOOMBERG Whatd You Miss 20240712

We were talking about it with some of the smaller and midcap names. We saw some of the cruise line stocks, the casinos. The restaurants were on fire. Cracker barrel up 9 , 10 . Dont you like that . Caroline i have not been to a cracker barrel. Romaine exit through the gift store. Taylor this really all comes back to the data that we got this morning. June Industrial Production and july early numbers out of manufacturing all betterthanexpected. Are hearing from dances of the of Richard Bernstein advisors. Thank you for being with us. You take a look at the positive economic numbers. The big outperformance in the russell 2000 today. You said you were a little overweight on u. S. Versus the rest of the world. How do you think about that Going Forward . Smallcap producers getting a big win . Dan i think modest overweight on the u. S. Still makes sense, but i think moving that angry mental dollar outside the u. S. Makes more sense. Clear thatis very the data is Getting Better in the u. S. ,

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