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VIDEO: Our View on the Latest Data and Market Impact of the Taiwan Earthquake

Chris weighs in on the ADP and Services PMI reports, the Fed, and earnings guidance.

Chris Versace·Apr 3, 2024, 10:46 AM EDT

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In today’s Daily Rundown video, Chris Versace explains why we the Portfolio is sticking with its plan as the market digests the March ADP Employment Report and Services PMI reports as well as comments today from several Fed officials. 

He also discusses how we should be thinking about the impact of Taiwan’s earthquake when it comes to March-quarter earnings guidance.