4Q ‘Great Earnings Season’, Opportunities in Big Banks & Industrials

Eric Sterner looks past the noise in the market and calls 4Q a “great earnings season.” He still thinks there’s more “bark than bite” in Trump’s tariff threats, arguing he wouldn’t do anything to cause a “bear market” or more inflation. He breaks down recent Fed comments to gauge the chances of rate cuts this year. “We really like financials,” he adds, though he prefers big banks.

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