The Market’s Big Tech Concentration Is Not a Problem, Robeco Report Finds
Even if an economic dip sends stocks lower overall, the Mag Seven’s earnings should hold up, the Dutch firm says.
Even if an economic dip sends stocks lower overall, the Mag Seven’s earnings should hold up, the Dutch firm says.
S&P 500 profits are headed for a good 2024, a FactSet survey shows.
Prosaic financials and industrials perform like tech hotshots, Truist notes.
Dropping central bank rates will help a lot, with the 10-year Treasury total return rising as much as 13%, the firm contends.
After many years of low borrowing costs, too many people have the delusion that these will return, NEPC warns.
The pessimistic takes come after the third quarter’s rebound from the earnings recession.
The mega-cap tech giants appear invincible. But things always change in the market.
Market-wide forces are impacting the high-flying shares, which have led the S&P 500 all year.
The iPhone maker faces hurdles, while its rival appears to have a smoother path.
Their stocks have been flat, like the rest of the market, but profit expectations are high for Q3.
The company’s key product, the latest version of which will be unveiled Tuesday, has boosted the stock in the past.