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BLOOMBERG Whatd You Miss July 13, 2024

A slight rebound in oil. A pretty significant rebound in copper. The treasurycross curve. Had two backtoback be a equities sitive it will be interesting to see what the sentiment is when we come into work in the morning on wednesday. Still with us, scott rendon. Cohosts joey weisenthal and scarlet fu. Appetitealk about risk , when you look across the globe and you may be look at emerging markets, do you see anything attractive given how far we have seen the dollar move higher and the issues in funding markets . Think there will be some problems. We are also underweight developed International Markets and u. S. Small caps. Right now, we are very focused on u. S. Large caps, u. S. Midcaps. While our targets show positive returns for all of those asset classes, far and away the two best opportunities, at least in capspinion, our u. S. Large and midcaps. We do not want to get overly aggressive in these
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