Strategy Report
Closing Q2 Earnings Season: Tariffs, Margins, And Economy
The Q2 earnings season delivered solid earnings and sales growth and resilient margins, reassuring investors that corporate America remains in good health and is capable of navigating economic uncertainty while mitigating the impact of new trade levies. The outlook is generally positive, but with one important caveat: The full effect of tariffs has yet to materialize.
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BCA Research | US Equity Strategy
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