Weekly Market Commentary 11-24-2025

 “Corporate America Cleared a High Bar This Earnings Season”
See what we have to say about the following:

 

 

 

• Corporate America Cleared a High Bar This Earnings Season:
  S&P 500 companies delivered strong earnings and revenue growth, surpassing elevated expectations despite tariff challenges.

 

• Magnificent Seven Continues to Deliver Strong Growth:
  Mega-cap tech stocks drove a significant portion of market earnings growth, fueled by record capital expenditures and AI investment.

 

• Margins More Than Held Up In The Face of Tariffs:
  Profit and operating margins reached new highs, with AI-driven productivity expected to further boost efficiency as tariff impacts wane.

 

• STAAC Commentary and Asset Allocation Insights:
  STAAC remains tactically neutral on equities, favoring growth and large caps, while advising caution due to potential volatility and optimistic valuations.