Earnings Season Preview: Tech Faces Margin Scrutiny as Energy, Staples Lead Defensive Rotation Amid $95 Oil and 4.32% Yields

Earnings Season Preview: Tech Faces Margin Scrutiny as Energy, Staples Lead Defensive Rotation Amid $95 Oil and 4.32% Yields

Q1 earnings focus shifts to margin resilience as rate pressure, commodity inflation, and defensive rotation dominate positioning.


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