The Hunt For Red October
Update: 2025-10-13
Description
The big things you need to know:
- First, earnings sentiment has been fading for the broader US equity market and is at a critical juncture for the biggest market cap names and Tech sector within the S&P 500.
- Second, macro signals were mixed from the S&P 500 companies that reported over the past few weeks.
- Third, our thoughts on Friday’s weakness in the S&P 500.
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