Author: Just Summit Editorial Team
Source: Artisan
27 sec readExplore the same thread
US core capital goods orders have turned up sharply, which could point to a broader and more durable lift in US manufacturing.
That strength is being reinforced by a constructive earnings backdrop, with S&P 500® Index profit growth still near 20% on consensus estimates.
At the same time, market leadership has narrowed and energy markets are shifting, while rising global power demand suggests continued opportunity across industrial and infrastructure themes.
Investors should also watch policy changes at the Federal Reserve and geopolitical developments that may affect rates, liquidity, and commodity prices.
Overall, the message is one of selective optimism: stay disciplined, manage risk carefully, and favor independent thinking as markets remain concentrated and fast-moving.
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