Video: Macro Minute: $NVDA results Wed and Warsh Friday are key macro events. Software risk/reward still attractive given the sizable underperformance since Oct

Video: There is a lot of macro this week and the focus will be on NVDA Wed and new Fed Chair on Friday. We should be mindful of the risk of rotation as markets begin to focus on the incoming headwinds later this year.

Please click here to view our Macro Minute (duration: 3:51).

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