Raymond James Market Insights: Fast Takes on Market Trends - March 07, 2025

Tariffs remain the centre of attention, with threats expanding to new industries and countries. While their implementation may be tied to negotiations, the uncertainty alone is impacting businesses—many are delaying investments, which directly affects growth.

But amid the noise, certain trends go unnoticed. For instance, AI investments are currently concentrated in the U.S. on major long-cap tech stocks like the Magnificent 7. However, the real story is the ripple effect—these investments are set to drive profitability improvements across industries like industrials and consumer products over the next several years. A long-term growth opportunity is brewing.

For a deeper analysis of this month’s trends and insights to guide your investment strategy, check out our latest report here: www.raymondjames.ca/commentary-and-insights/markets-investing/2025/03/07/insights-and-strategies

Видео Raymond James Market Insights: Fast Takes on Market Trends - March 07, 2025 канала Raymond James (Canada)