RiskReversal Pod No White Flags with Stephanie Link
Jul 11, 2025
In this engaging discussion, Stephanie Link, Chief Investment Strategist at Hightower Advisors, shares her optimistic take on U.S. GDP growth and sectors like financials and consumer discretionary. She delves into consumer spending trends, job market stability, and the effects of tariffs on the economy. Stephanie highlights her favorite stock picks, including Boeing and Walmart, while debating the impact of a weak dollar on tech giants like Google and Apple. Throughout, she emphasizes the resilience of U.S. companies and the importance of focusing on top-tier stocks.
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Resilient U.S. Economy Growth
- The U.S. economy is growing at a robust 2.5% GDP despite tariffs and geopolitical issues.
- Consumer spending remains strong due to steady jobs and declining inflation, supporting earnings growth.
Consumer Spending Shifts and Jobs
- Consumer spending shifts from goods to services amid rising delinquency rates, which remain historically low.
- Labor market strength is crucial, with low weekly jobless claims signaling economic resilience.
Earnings Growth and Margin Strength
- Earnings growth likely will surpass the 5% consensus, driven by unexpected margin expansion and pricing power.
- U.S. companies adapt dynamically to inflation and tariffs, maintaining strong profitability.