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Economic data continues to be soft enough to teach, but not weak enough to frighten, leading investors to continue betting on a Fed rate cut. Globally, the single biggest influencer of a positive sentiment has been the further decline in market risk from what was already below-average levels at the start of the summer. This week kicks-off the Q2 earnings reporting season and investors will focus on company-specific news instead of macro, political, or geopolitical news, unless the later takes a drastic turn for the worst, writes Olivier d'Assier, Senior Principal, Applied Research at SimCorp, in his weekly investor sentiment analysis. Read here: https://lnkd.in/dpUn6aBq

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