Stocks entering 'show me the money' earnings season: Strategist

their initial forecasts to much later in the year. But it's not just the Federal Reserve driving the markets. Earnings are now expected to take their turn in the driver's seat.

Mazza elaborates on what investors are looking for when considering investments:"The S&P is off 4% of the all-time high, but people are freaking out, for good reason because it's been a steady path forward in 2023 and unexpectedly in 2024. But this earnings season-- it's cliche to say that every season is important. This is the 'show me the money' earnings season because valuations have increased so much across the market.

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Stocks traditionally do well under higher rates: StrategistPortfolio managers may have to adapt and revise their interest rate forecasts as it is increasingly likely the Federal Reserve may extend its higher-for...
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