Macro Matters - what's new?

What's new since the last Macro Matters? We have a new co-host! Jessica Noviskis joins Tony Zhang and Rich Excell to cover the market moves of the last 2 weeks. As many were on holiday, they may have missed the economic news on inflation (PCE) and growth (ISM). They likely didn't miss the price action in semis & memory that are dragging the Nasdaq lower. Does this make the July earnings season…