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Markets stay resilient as investors rotate amid earnings and policy signals
Equity markets held near record levels as earnings growth, sector rotation, and central bank signals balanced optimism with caution across global investors.
Global markets remained firm despite sector rotation and mixed earnings cues. The S&P 500 and Dow Jones closed at record highs in a volatile session, even as technology stocks faced pressure and investors shifted toward value segments. Aggregate S&P earnings growth stood at 13.4 percent, supported by strong revenue expansion of 8.4 percent, the highest since late 2022. Corporate results such as Broadcom’s earnings beat reinforced confidence in selective growth, while IT, utilities, and financials led sector profitability.