Some investors are concerned about sticky inflation and Fed rate cuts, but Lizzie’s still cautiously optimistic about the market. Why?

 

We’ve seen a broadening out of the market from the concentration in the Magnificent 7 to the other 493 companies in the S&P 500. This is because the other 493 companies are expected to accelerate their earnings growth rate in 2025.

 

Meanwhile, the market is shrugging off the proposed tariffs. We’re watching this closely to see what tariffs materialize and their estimated impact on inflation and earnings growth.

 

Watch Lizzie’s CNBC interview with Frank Holland this morning to hear more insights! 👇

 

▶️ Watch the full interview on CNBC: https://www.cnbc.com/video/2025/02/13/evans-the-market-can-continue-to-perform-well-in-the-face-of-higher-rates.html!