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S&P 500 Near 6000: Navigating Market Uncertainty
Manage episode 486851248 series 3645668
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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5135 episodes
Manage episode 486851248 series 3645668
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.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
5135 episodes
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