Broader, and Cooler: What a Consequential July Told Us About the Second Half
Tom Moran on a consequential July: the market’s rotation out of first-half winners, inflation’s sharpest monthly drop since 2020, and a widening earnings base.
Guidance Forged by Experience
Tom Moran on a consequential July: the market’s rotation out of first-half winners, inflation’s sharpest monthly drop since 2020, and a widening earnings base.
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Moran Monthly Digest: Apr. 2026