This week's brief
The week in 6 stories · Jul 27 – Jul 30
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The desk view
From the Market outlook · Jul 30
Rates are high and staying high, and big tech is now judged on whether its AI spending already makes money — paid for revenue, punished for spending.
Best structural long MUup Best short TLTdown Best risk/reward GEVupPOWLup +2 Read the full outlook →
Week of Jul 27 – Jul 30
700 stories · 297 with likely market impact