Sunil Garg, Chief Investment Officer, Lighthouse Canton, recently joined Dan Murphy on CNBC’s Capital Connection to discuss the U.S. market’s current trajectory.
Sunil discussed the resurgence of tech stocks, which have been leading the market rebound after months of underperformance, though he notes this is still limited to a select group of tech names.
He also highlighted the impressive performance of financials, with major banks like JP Morgan and Wells Fargo delivering strong earnings reports. Despite initial concerns about credit losses amid an economic slowdown, net interest income guidance has remained positive, adding to the sector’s appeal.
Watch the full interaction below:
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