Reported about 16 hours ago
Keith Gangl, a senior portfolio manager at Gradient Investments, suggests that the worst of tariff impacts have passed, urging investors to prioritize corporate earnings and upcoming tax cuts from the Trump administration. With strong earnings reports from major tech companies like Meta and Microsoft, the focus should shift to companies less affected by tariffs, such as Netflix. Gangl advises that clarity in trade agreements and steady earnings growth could enhance investor confidence moving forward.
Source: YAHOO