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3 Catalysts Driving S&P, Nasdaq to New Highs: LHX, COF in the Spotlight
Manage episode 491970649 series 3645668
David Nelson sees three key catalysts driving the S&P and Nasdaq to record highs: clarity on the final tariff structure, reduced geopolitical risk, and a favorable yield curve. Nelson believes these factors have shifted market sentiment, making it a good time for investors to be in equities, especially with lower yields. He also likes L3Harris Technologies Inc. (LHX) and Capital One Financial Corp. (COF) due to their exposure to growth areas like defense spending and financial technology.
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5729 episodes
Manage episode 491970649 series 3645668
David Nelson sees three key catalysts driving the S&P and Nasdaq to record highs: clarity on the final tariff structure, reduced geopolitical risk, and a favorable yield curve. Nelson believes these factors have shifted market sentiment, making it a good time for investors to be in equities, especially with lower yields. He also likes L3Harris Technologies Inc. (LHX) and Capital One Financial Corp. (COF) due to their exposure to growth areas like defense spending and financial technology.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
5729 episodes
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