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Show Notes
The S&P 500 is near 6000, but Arnim Holzer says: don't get too comfortable. He believes there's still a lot of uncertainty in the markets, with wild cards like the ongoing impact of tariffs on earnings. Holzer notes that while some investors are optimistic about a strong second half, he's more cautious, citing concerns about margins, consumer behavior, and the still-wide range of earnings estimates. He also thinks the Federal Reserve may not ease as much as expected, which could be a headwind for cyclical stocks.
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