“The ongoing US earnings season confirms a broadening of earnings growth across sectors, although scrutiny remains on data and quality of guidance beneath the headline numbers. Overall, this reinforces the importance of diversification and selectivity”
Strong US earnings growth continues
- Earnings growth for Q2 has been strong, with a high proportion of companies beating expectations.
- Although Technology and tech-adjacent sectors continue to drive earnings growth, other areas are also contributing, with AI-related demand supporting earnings more broadly.
- Investors have been selective in rewarding earnings beats, suggesting a focus on data and guidance beyond the headline numbers.
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