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Stephanie Link: Resilient economic environment drives market rotation in 2022

Stephanie Link: Resilient economic environment drives market rotation in 2022
Economic strength drives market rotation

Stephanie Link, managing director / portfolio manager at Hightower Advisors, observes that despite a choppy tech market, the broader economic backdrop is constructive. She points to strong retail sales, rising personal income, robust jobs numbers, and manufacturing PMI reaching its highest level since 2022. Link also highlights a 39% drop in crude prices as a positive factor for the economic environment, further explaining current market rotation trends.

Link has recently commented on individual corporate performance as well. She highlighted Snowflake’s 34% gain in product revenue and its $6 billion commitment with Amazon in the most recent quarter, as reported here. In a separate note, Link outlined SLB’s strategy to achieve a 10-15% CAGR for digital revenue through 2030, with management targeting increased growth metrics here.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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