Aug. 20 at 7:33 AM
$AON $NWG $ORLY $CI $SE Aon benefits from insurance brokerage and risk-management demand, NatWest benefits from UK banking activity, O'Reilly Automotive benefits from resilient auto aftermarket demand, Cigna benefits from healthcare and pharmacy activity, and Sea benefits from Southeast Asian digital-commerce and fintech growth. I'm watching commercial insurance pricing, credit quality, vehicle miles, medical costs, and digital transactions.