TigerHulk
06-27
While the U.S. economy is expected to post a real GDP growth of 2.4% this year, growth is expected to slow to 1.1% in 2025 ¹. Some potential risks to the economy include ¹:
- Geopolitical conflicts causing inflation to rise
- Labor productivity gains surpassing expectations and structural changes in the labor market
- Strains on the real estate market
- Higher interest rates
- Worsening geopolitical conflict and spillovers
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Sector Rotation? Will Fund Flow to ____ ?
As semiconductors pulled back, the financial and consumer sectors closed higher. Companies like PG, CL, and WMT hit new highs. Tesla and Apple also showed strong momentum recently. SaaS stocks Snowflake and Cloudfare present good upward trend. ----------------------- What other opportunities are worth paying attention to? Will fund flow to other sectors? Will growth stocks start to rise?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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