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Week Ending 11-07-2025. Despite a lack of official data due to the historic U.S. government shutdown, investors can still make informed decisions by analyzing insights from the current earnings season, which reveals key themes and future outlooks.
“It is a capital mistake to theorize before one has data.”
– Arthur Conan Doyle
The Through Line: A dearth of official data (thanks to the longest U.S. government shutdown on record) needn’t prevent investors from gathering the information necessary to make informed investment decisions; plenty of insights can be gleaned from the earnings reporting season currently underway. We highlight key themes and what they suggest for the road ahead.
Click to read: Weekly Strategy Perspectives - Q3 Earnings Learnings
Chief Market Strategist BMO Private Wealth
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