Jan. 23 at 1:59 PM
Macro tailwind: GDP revised 4.4% + tariff/Greenland de-escalation = relief bid.
But micro was ugly:
$GE -7% despite rev/guidance… margin sustainability fears.
$ABT -10%… price cuts to keep consumers buying.
$INTC after-hours dump… losses + weak Q1 guide + supply constraints.
Theme: macro strength ≠ margin strength. Watching consumer response to discounts.
Full article: https://www.chartmill.com/news/GNE/Chartmill-40312-wall-street-intel-loss-ge-aerospace-slump-2026