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Q2 Earnings Recap: US Earnings Surprise Up

Q2 Earnings Recap: US Earnings Surprise Up

SUMMARY US large-cap gains continued to grow and surprise on the upside. Small-cap Europe, Japan and the US, while weaker (and cheaper) are improving. If this proves sustainable, we see a potential rotation from Growth to Value and International. At Riverfront, we use the 3 “Winning Principles” (detailed in this strategic visualization commentary) to create a framework for (…)

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