OpEx 'Diminishes' Stock Support, Goldman Delta-One Desk-Head Warns 'Market Overly Complacent'

Equities remain largely impervious to global macro concerns at the headline level but, as Goldman Sachs Delta-One desk-head, Rich Privorotsky, notes this morning, with weak breadth and the recent wobble in momentum the narrative is messy...

Despite big beats from TSMC and ASML, both have faded post their results with price action feeling more like travel and arrive.

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