Weekly Commentary: Earnings growth not just about tech

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As Q1 earnings season starts, we eye signs of earnings growth broadening beyond tech stocks to industrials and others. We stay overweight U.S. equities. Crude oil prices rose, partly on heightened tensions in the Middle East. We are monitoring the risk of escalation – and potential impact on oil and inflation. We’re watching U.S. retail sales for an update on the strength of consumer spending after some signs of fatigue in recent confidence indicators.

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