VOO: The Back Half Of The Year Should Be Stronger For Market

  • Upgrading Vanguard S&P 500 ETF to a buy as political and economic clarity improves, with anticipated trade deals, tax cuts, and easing Fed policy likely to boost markets. Despite recent range-bound performance, the S&P 500's fundamentals remain strong, with robust earnings, low unemployment, and positive economic growth forecasts. Risks include potential inflation from tariffs and legislative uncertainty, but current data supports a more dovish Fed and continued market resilience.