'Tale of Two Earnings Seasons,' Sectors to Outperform in 2025
Schwab Network · Schwab Network
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Show Notes
Nick Raich sees guidance estimates being cut despite the U.S. and China tariff pause, just not to the extremes previously expected. That pause is what he believes changed market outlooks and no longer sees recession risk. If corporate tax cuts take place and volatility continues to thin, Nick expects non-defensive sectors to reclaim leadership.
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