For stock investors the handoff for 2025 is about as good as it gets, but there are significant potential headwinds. Let’s review the state of play going into the new year. Here’s the good news first. Market tailwinds into 2025 First and foremost, there is a still-strong economy, with 3% GDP. Second, record profits are expected for a second year in 2025, and not just from the tech sector. Undervalued sectors like health care and materials and industrials are expected to see profit increases in the high teens. Earnings growth 2025 (estimates) Technology 21% Health Care 20% Industrials 19% Materials 18% Consumer Staples 5% Energy 4% Source: LSEG And it’s not profits that are up. Profit margins are expected to remain near a record 12%,…
Jan 10 2025
