2Q Earnings Season Expectations, ‘5-10’ Market New Highs Before 2026
Schwab Network · Schwab Network
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Show Notes
David Kudla looks ahead to 2Q earnings season, with a consensus estimate of 5% growth. He thinks fiscal stimulus in the tax bill and the Fed cutting rates in the back half of the year will boost markets, propelling them to new all-time highs. He also gives his estimates for U.S. GDP this year, anticipating a good overall growth rate.
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