HomeTechFAANGEarnings Momentum Remains Strong / Valuations Matter
Earnings Momentum Remains Strong / Valuations Matter

Earnings momentum remains strong with most estimates changes coming through as upgrades, says Ernesto Ramos of BMO Global Asset Management. The Fed has signaled the end of the taper, and will probably hike twice in 2022. He points out supply chain disruptions continue to pose a risk. Ernesto thinks that China slowing is another concern for economic growth. He is paying close attention to valuations and good fundamentals.

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