As Bruce Berkowitz intensifies his bet on the financials sector, risk-averse investors may want to steer clear, say Morningstar’s Ryan Leggio and Kevin McDevitt.
Higher taxes and prices could weigh on consumer spending and retailers.
This is not the kind of earnings season investors have gotten used to, but some companies are faring better than others.
Markets editor Jeremy Glaser comments on acquisition decisions, dividend decisions, and tough decisions in Europe.
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