Macro meets micro over the next 10 days! Markets will be focused on forward guidance and any repricing in rate cut expectations. In the next weeks, Mag 7 earnings season begins 📊 Key variables to watch: forward guidance, cloud growth reacceleration, AI capex intensity, and margin expansion vs. opex discipline. With implied volatility elevated into both catalysts, positioning and risk management matter more than prediction. How are you positioned here? 🤔 Are you continuing to dollar-cost average and staying invested through the events 📈, or are you raising cash and de-risking to redeploy post-volatility? Are you risk-on or risk-off into Fed + Mag 7 earnings? 👇
88 views
2 Comments
Terry Crapper
@glamorousglue · 1h
Hopefully you are right…. GOT SOME OF WHAT YOU SPEAK! (Let’s see if we crush this autumn )
See the full comment section 👀Sign up for the full Blossom experience!
