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US Entertainment Stocks: The Show Must Go On
According to the University of Michigan, consumer confidence is softening; meanwhile, the ISM and NFIB surveys are all firing warning shots. However, we are still compelled to stick with our overweight S&P movies & entertainment call for three…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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