Surprise Earnings! What’s next? | S2 E071 | 09-02-25
The 2Q earnings season recap is in — and the results were stronger than expected! 📈 Nearly 80% of companies beat Wall Street estimates, with year-over-year earnings growth topping 12%. That’s above both forecasts and the 10-year average.
In this episode of Markets with Megan, CIO Megan Horneman breaks down:
✅ Why recession fears are fading (mentions of “recession” fell 90% on earnings calls)
✅ How Amazon & Walmart surprised with stronger-than-expected retail performance 🛍️
✅ Why tech & semiconductors (led by Nvidia) drove the biggest gains 🚀
✅ What rising tariffs and shifting consumer spending habits could mean ahead
✅ Why 3Q earnings expectations may be too high — and could set up disappointment
Stay ahead of the markets with Megan’s insights.
👉 For more episodes, visit: MarketsWithMegan.fm
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