The Setup for a Year End Rally Is Getting Stronger
Earnings season is off to a strong start, with Treasury yields pulling back and the stock market holding near key support. Tom Bowley explains why improving earnings, falling rates, and healthy sector rotation may be strengthening the setup for a year-end rally.Tom also looks at the sector rotation supporting the broader market, highlights five stocks to watch, and explains why the combination of stronger earnings and lower rates could matter a lot as the market moves deeper into the fourth quarter.
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00:00 Earnings Season Begins
00:32 Market Recap & Falling Volatility
01:59 Major Indices
05:24 Sector Check
09:28 Technology Rotation
12:07 5 Stocks to Watch
15:23 Earnings + Interest Rates
16:41 Why Q4 Still Matters
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