This BlackRock Weekly Investment Commentary offers insights into global market trends, with a focus on U.S. earnings growth. Contributors include Michel Dilmanian and Carrie King. Key takeaways:
• U.S. corporate earnings are broadening beyond tech, with small-cap stocks showing strong performance.
• Japanese equities remain resilient despite a stronger yen, while European stocks face weaker earnings growth.
• The AI theme continues to drive opportunities across various sectors, including utilities and industrials.
For a deeper analysis of market trends and sector strategies, check out the full report.
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