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Inflation, Chinese Housing Market, the Election, the NFL Onside Kick Rule Change, and More, Ep. 267
1. Assessing Q2 Earnings SeasonHosts Luke, Tony and Derek dive into what Q2 earnings reports are signaling about the state of the economy and markets. They discuss Microsoft's earnings miss on cloud/AI growth, AMD's strong AI-driven results, and what it means for the tech sector outlook. The hosts also highlight weak earnings from consumer-facing companies like Starbucks and McDonalds as signs of a struggling consumer.2. China's Slumping Housing MarketLuke shares an anecdote about his friend ...
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