From the desks of Stanley Katz & Lauren Madera
MORE SWEET CELEBRATIONS: ENJOY CREME BRULEE TODAY AND MILK CHOCOLATE TOMORROW IN HONOR OF THEIR NATIONAL DAYS!
The three major U.S. stock market indices delivered solid gains this week (i.e., DJIA: +1.26%, S&P 500: +1.46%, Nasdaq: +1.02%), marking a notable reversal from the previous week’s mixed performance. This strength came as earnings season gained momentum with companies across multiple sectors delivering better-than-expected results. Q2 earnings season paints an improving growth picture, per Zacks Investment Research. 87.2% of reporting companies thus far have beat earnings-per-share estimates, and 80.3% have exceeded revenue expectations. Between strong earnings and reassuring management commentary, estimates for the second half of the year are starting to tick higher.
Capital Group’s analysis of global security trends provides compelling context for this market optimism. Like a homeowner finally upgrading their security system after years of procrastination, nations are recognizing that robust defense capabilities aren’t optional luxuries—they’re essential investments in long-term stability and growth. The emerging focus on solidifying dependable supply chains represents a multi-year effort that extends well beyond traditional defense contractors. This “security imperative” is driving innovation in everything from critical infrastructure to cutting-edge technologies, offering investors exposure to a durable theme that appears increasingly vital in our interconnected yet fragmented world.
Below are links to a number of third-party research reports that we have read and analyzed over the past week. We hope you will find the information interesting, useful, and worthwhile.
Zacks:
Capital Group:
Argus:
Goldman Sachs:
VanEck:
Stanley Katz & Lauren Madera, Financial Advisors
ClientFirst Financial Strategies, Inc.
937-293-5500
Source for weekly stock market returns: Barron’s.
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