About this episode

Julia Hermann and Michael LoGalbo discuss the impact of technology and diplomacy on the markets in the June Macro Pulse episode.

Tech is delivering, diplomacy is wavering, and markets are trying to price both. Julia Hermann and Michael LoGalbo unpack the June Macro Pulse, from AI-driven earnings strength and resilient U.S. growth to geopolitical risk, higher yields, and what it means to be more selective in portfolios.

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