Research Briefing | Apr 22, 2024

Equities Quick Take: Sentiment sours but earnings provide support

Equities are under pressure following this month’s stronger-than-expected US inflation print. We see scope for some further weakness in the near term as sentiment unwinds, but think the market is being underpinned by a broadening earnings recovery.

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Asset Management asset management newsletter Earnings Equities Inflation Quick Take United States

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