"In our baseline macro outlook, the economy and earnings continue to grow and bond yields remain around current levels. But event risk remains high heading into 2025, including from the potential threat of an across-the-board tariff and the potential risk from even higher bond yields," wrote chief U.S. equity strategist David Kostin.
"The Magnificent 7 stocks collectively will outperform the S&P 493 in 2025, but by roughly 7 pp, the slimmest margin in seven years," Kostin wrote.
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