Thomas: ‘Maintaining Guidance is the New Beat'

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1d ago 8:12

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Tim Thomas thinks we’ve hit “peak tariffs” and sees a “resilient economy,” creating a “very good setup” in the market. However, “we need to see continued progress” on trade, and Tim argues we need deals announced within the next 6 weeks. With long-term strategy in mind, he likes the tech sector and financials.

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