Whittier Trust's Chief Investment Officer joined Nasdaq experts and the Head of Macroeconomic Research & Market Strategy at Guggenheim in an in-depth conversation on earnings growth tailwinds, the implications of a bifurcated economy, and whether or not we're in an AI bubble.
Although the first half of 2025 was rattled by trade fears, uneven consumer strength, and a narrowly led economy, the latest data shows those headwinds may be dissipating with resilient consumer spending still driven by the top 10%, steady unemployment numbers, the promise of imminent fiscal stimulus, and a strong earnings season clearing the way for the reliable earnings-driven stage of the bull market.
Watch now as Sandip shares his latest market insights and outlook for 2026 in a discussion with Jill Malandrino, Max Cabasso, Michael Normyle, and Patricia Zobel on Nasdaq TradeTalks.
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