The View from 5th Avenue

The View from 5th Avenue – 28 October 2024

The calm before the storm, with US Presidential Elections just a week away (arguably the last week of normalcy here in the States until the election dust settles), the busiest week of corporate earnings with 42% of the SPX reporting this week (5 of the 7 Magnificent), in conjunction with a handful of key economic data, there is not a moment of dullness on this side of the Atlantic, for better or worse. As we are nearly a third of the way through Q3’s reporting season, ~75% of corporate earnings…

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