Morning Call: FOMC, South Korean Exports show whether firms are spending and Apple the BEHEMOTH
Join David & Tim every weekday morning at 9am UK time live in the Discord, or listen back here from 10am each day!
We'll be talking about anything that pops up whether it's market, politics or macro related with a special guest every now and then.
Today we talked about the FOMC meeting, Big Tech and their big earning beats, especially Apple, plus South Korean exports as a leading indicator for forward EPS growth. Plus China's new nuclear silos (and the ever-present Taiwan risk)...
Link to the nuclear silos story and the morning call is below! 👇