July notebook: Transactional panels soar + discontinuations galore
Daryl Smith, CFA, Head of Research (London)
![Post feature](/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBczlIIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--a7e9309e02f6e629ffe7e69c5172924779eaffdd/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2QzNKbGMybDZaVWtpRFRFeU9EQjRPRFV6QmpzR1ZBPT0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--4a0ea5eeb6f0e6d47bff3b653fd69e214040023f/Notebook-picture-Jan-23.jpg)
With earnings season now in full swing, you likely have less time than ever to pay attention to this month’s notebook. So, we’ve tried to cram everything into a 3-minute read.