Emerging Themes in the 2025 Earnings Season

Reported 28 days ago

As the 2025 earnings season unfolds, stocks are rising amid positive earnings reports despite concerns over tariffs and inflation. Thomas Martin from GLOBALT Investments notes a decline in growth rate from 15% to approximately 13%, suggesting potential risks ahead. He emphasizes the need to identify companies with sustainable growth, particularly those expanding market presence and margins, and advises investors to adjust their portfolios by prioritizing strong performers while minimizing exposure to struggling firms.

Source: YAHOO

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