One Way To View Value Investing In A Resilient But Cautious Economy
2025-08-13 03:30:00 ET
By Christopher Gannatti, CFA
The U.S. economy, by nearly every recent signal, remains strikingly resilient. As the second-quarter earnings season opens, financial institutions like JPMorgan and Wells Fargo are reporting profits that outpaced expectations, propelled by healthy consumer activity and robust corporate lending. 1 Labor markets remain stable, household spending is firm, and even in the face of persistent tariff uncertainty, business leaders are describing a climate where capital markets are "open for business" and confidence is returning. 2 In a world where every macroeconomic wobble might have once sparked investor panic, the market today seems less rattled, perhaps too much so....
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One Way To View Value Investing In A Resilient But Cautious Economy
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