Everyone would be glued to the new screens this evening, hoping that Apple or Amazon will tell us about the future of the world!

Seriously, do you think that these CEOs have any idea about:

• when would inflation or oil peak?
• when would China end its excessive Covid lockdowns?
• or when this war in Ukraine would end?
• do they even know if another big (Twitter-like) buyout would be announced?

Yet, these major events define major sectors and countries allocations…

So, don’t overthink this week’s earnings – the only constant changes!

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