Last week delivered outstanding earnings from America’s biggest financial institutions, with all 18 major financial companies beating expectations. Yet despite the strong fundamentals, the market stumbled. What’s going on?
In this week’s market update, Adam and Blake explain why investors should look beyond the headlines and focus on the bigger picture.
In this episode:
- All 18 major financial companies beat earnings expectations
- Goldman Sachs raises its dividend again and why dividend growth matters
- How China’s new Kimi K3 AI model from Moonshot AI rattled technology stocks
- Why the renewed conflict in Iran pushed oil prices higher
- The encouraging trends many investors may be overlooking, including:
- Lowest inflation reading since 2020
- Consumer spending reaching its strongest level since April 2022
- Real wage growth as incomes continue to outpace inflation
- Why the S&P 500 may simply be digesting a strong rally rather than signaling a major downturn
While short-term headlines continue to create volatility, Adam and Blake discuss why the long-term outlook remains constructive and where they’re continuing to look for investment opportunities.
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