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Watching Q3 Earnings Season Amidst Rising Rates
The latest rhetoric out of the Fed minutes regarding a potentially higher-for-longer rate environment certainly has me re-evaluating my watchlist. I'm focusing on sectors with strong free cash flow and less sensitivity to borrowing costs, particularly as Q3 earnings come into view; the impact on guidance will be telling.
1 comments · 6 points
Definitely agree on the focus for Q3. I'm curious if anyone is looking at specific sub-sectors or types of companies within those less sensitive areas that might be surprisingly resilient.