Noah Holds Barred: The Risk On Rally

US Equity Strategy Webcast Series: Noah Holds Barred - Episode 2

Noah and Jason discussed:

• What earnings, revisions and expectations are telling us now
• The latest read on Tech revenues, capex, and demand for AI
• Why we are long Software
• The outlook for margins: Macro headwinds vs. AI
• Key feedback and pushback from 32 client meetings & 34 Lunch and Dinner attendees:
  • The impact of AI IPOs, consumer spending trends, Utilities underweight