Columbia Threadneedle; Earnings season: Will Q1 earnings deliver?

Key Takeaways

• We’ve seen a recent sell-off in equities as markets adjust to interest rates looking set to remain higher for an extended period.
• The Q1 earnings season has got off to a strong start. Could earnings be a key driver of market moves from here?
• There has been a strong disparity between the ‘Magnificent 7’ and the rest of the market, but we expect there to be some broadening out from here.
• Improved margins have fueled the initial earnings recovery, but revenue growth could drive the next phase.
• We are optimistic in the near term but more cautious on our view for 2025.
  
  

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