Earnings Will Boost Stocks Despite Tariff Risks: Markets Pulse

July 23, 2025, 9:00 AM UTC

US stocks will shrug off tariff risks to get a boost from the second-quarter earnings season, the latest Markets Pulse survey showed.

Equities will beat Treasuries and deliver better volatility-adjusted returns as the reporting season ramps up in the coming weeks, according to nearly two-thirds of the 102 participants in a poll conducted July 10-17. The positive outlook for stocks continues to be underpinned by technology, and the sector is poised to perform strongest this earnings season, respondents noted.

“When you set such a low bar with so many companies lowering or even suspending guidance, and earnings come out ...

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