Earnings, Energy, and Elections

At the start of a new month, Walter sits down to discuss the first quarter highlights and give some insight into what he is watching as we approach mid-year. He covers the surprisingly robust earnings season, as consumer spending faces off against inflationary pressures. He also discusses the global growth narrative, especially in technology such as AI and industrials such as energy. Looking ahead, he outlines the potential data to come from Target and Walmart, and the looming election on the horizon.

Greenwood Capital is an SEC-registered investment advisory firm. This material has been prepared for information purposes only, is not intended to provide, and should not be relied on solely for tax, legal, or accounting advice. Subtitles are automatically generated.