Market take cover image

U.S. earnings key for our overweight

Market take

00:00

Earnings Strength and Market Outlook for U.S. Stocks

This chapter explores the role of earnings strength in supporting a bullish outlook on U.S. equities, focusing on the influence of mega-cap tech firms. It also examines expected shifts in leadership across sectors driven by economic growth and the implications of current policies on investment strategies.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app