Equities: Earnings resilience and oil risk – BNY BNY’s Bob Savage notes that Q1 S&P 500 earnings are strong but upside versus expectations is modest, with uneven Q2 and full‑year guidance.
Equities: Earnings resilience and oil risk – BNY BNY’s Bob Savage notes that Q1 S&P 500 earnings are strong but upside versus expectations is modest, with uneven Q2 and full‑year guidance. Sector leadership is concentrated in semiconductors, AI-linked names and parts of energy, while defense…
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