I think of the word for 2025 being resilience—resilience in terms of that economic momentum in the face of tariffs, in the face of geopolitical concerns.”
James St. Aubin, CIO at Sierra Investment Management, joined Schwab Network to talk Q2 earnings, Fed policy, and the real risks that could shake investor confidence.
- Lowered expectations this quarter—but beats are likely
- Guidance may be limited amid tariff uncertainty
- Cracks forming under the labor market surface
- High valuations mean high expectations—and downside risk
Watch the full interview:
