Join Guy Adami and Dan Nathan as they demystify the latest Wall Street Research every Thursday. They are joined by Liz Young from SoFi to break down her latest macro research and the broad markets. Sponsored by Factset, SoFi, & OpenExchange.
Today’s Rundown
Rosie Says Recession Risks Rising. Broad markets. WTI, SPX, NDX
SaaS Sales Multiples Still Silly—> SNOW, CRM, PANW
Liz Young on Contagion Risk. Bullish vs. Bearish Sentiment
The one chart equity investors have to keep a close eye on
An Options Trade in a Defense Stock: Chart: LMT
One for the Road John Butters: Earnings estimates cut, industrials and energy headed in different directions
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