5 Market Themes to Watch as Earnings Season Kicks Off

News July 14, 2025 at 04:33 PM
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What You Need To Know

  • "There’s good money to be made, but you gotta be a stock picker," said Morgan Stanley's Lisa Shalett.
  • Earnings season kicks off Wednesday, led by JPMorgan, Citigroup and BlackRock.
  • The lion’s share of S&P 500 earnings continue to come from the Big Tech companies.

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