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Which sectors to buy if Trump strikes a deal with Iran? Wolfe answers

Tue, 24 Mar 2026 08:55:41 -0400

Investing.com -- A potential diplomatic breakthrough between the U.S. and Iran could unlock a significant shift in sector leadership, according to a note from Wolfe Research on Tuesday.

Analyst Chris Senyek highlighted that while the administration’s messaging on the conflict has been inconsistent. President Donald Trump’s decision to walk back comments on striking Iranian energy infrastructure sent stocks higher Monday as oil prices fell sharply.

Senyek says Wolfe Research is “looking for further progress to be made on Iran to dial up risk exposures,” arguing that a sustained resolution “would clear a path higher for equities.”

In such a scenario,

Which sectors to buy if Trump strikes a deal with Iran? Wolfe answers

Tue, 24 Mar 2026 08:55:41 -0400

Investing.com -- A potential diplomatic breakthrough between the U.S. and Iran could unlock a significant shift in sector leadership, according to a note from Wolfe Research on Tuesday.

Senyek says Wolfe Research is “looking for further progress to be made on Iran to dial up risk exposures,” arguing that a sustained resolution “would clear a path higher for equities.”

In such a scenario,

Which sectors to buy if Trump strikes a deal with Iran? Wolfe answers

Tue, 24 Mar 2026 08:55:41 -0400

Investing.com -- A potential diplomatic breakthrough between the U.S. and Iran could unlock a significant shift in sector leadership, according to a note from Wolfe Research on Tuesday.

Senyek says Wolfe Research is “looking for further progress to be made on Iran to dial up risk exposures,” arguing that a sustained resolution “would clear a path higher for equities.”

In such a scenario,

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Wed, 05 Nov 2025 05:19:13 -0400

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Citi is increasingly bullish on this packaging stock

Mon, 07 Jul 2025 10:00:00 -0400

Citi is turning increasingly positive on the beverage packaging sector, highlighting stronger-than-expected demand and potential upward revisions to guidance.

In its recent report, the bank said U.S. can volumes are up 6.8% year-on-year quarter-to-date through mid-June, pushing year-to-date growth to 5.9% — well ahead of initial low-single-digit expectations.

This sets the stage for a potential wave of guidance raises during second-quarter earnings calls, according to the analysts.

The Wall Street firm has placed Crown Holdings (NYSE: CCK) on a 30-day positive catalyst watch, citing its positioning to benefit from accelerating demand, particularly in North America.

Citi raised its 2025 EPS estimate

Citi is increasingly bullish on this packaging stock

Mon, 07 Jul 2025 10:00:00 -0400

Citi is turning increasingly positive on the beverage packaging sector, highlighting stronger-than-expected demand and potential upward revisions to guidance.

This sets the stage for a potential wave of guidance raises during second-quarter earnings calls, according to the analysts.

The Wall Street firm has placed Crown Holdings (NYSE: CCK) on a 30-day positive catalyst watch, citing its positioning to benefit from accelerating demand, particularly in North America.

Citi raised its 2025 EPS estimate

Citi is increasingly bullish on this packaging stock

Mon, 07 Jul 2025 10:00:00 -0400

Citi is turning increasingly positive on the beverage packaging sector, highlighting stronger-than-expected demand and potential upward revisions to guidance.

This sets the stage for a potential wave of guidance raises during second-quarter earnings calls, according to the analysts.

The Wall Street firm has placed Crown Holdings (NYSE: CCK) on a 30-day positive catalyst watch, citing its positioning to benefit from accelerating demand, particularly in North America.

Citi raised its 2025 EPS estimate

Citi is increasingly bullish on this packaging stock

Mon, 07 Jul 2025 10:00:00 -0400

Citi is turning increasingly positive on the beverage packaging sector, highlighting stronger-than-expected demand and potential upward revisions to guidance.

This sets the stage for a potential wave of guidance raises during second-quarter earnings calls, according to the analysts.

The Wall Street firm has placed Crown Holdings (NYSE: CCK) on a 30-day positive catalyst watch, citing its positioning to benefit from accelerating demand, particularly in North America.

Citi raised its 2025 EPS estimate

Citi is increasingly bullish on this packaging stock

Mon, 07 Jul 2025 10:00:00 -0400

Citi is turning increasingly positive on the beverage packaging sector, highlighting stronger-than-expected demand and potential upward revisions to guidance.

This sets the stage for a potential wave of guidance raises during second-quarter earnings calls, according to the analysts.

The Wall Street firm has placed Crown Holdings (NYSE: CCK) on a 30-day positive catalyst watch, citing its positioning to benefit from accelerating demand, particularly in North America.

Citi raised its 2025 EPS estimate

Citi is increasingly bullish on this packaging stock

Mon, 07 Jul 2025 10:00:00 -0400

Citi is turning increasingly positive on the beverage packaging sector, highlighting stronger-than-expected demand and potential upward revisions to guidance.

This sets the stage for a potential wave of guidance raises during second-quarter earnings calls, according to the analysts.

The Wall Street firm has placed Crown Holdings (NYSE: CCK) on a 30-day positive catalyst watch, citing its positioning to benefit from accelerating demand, particularly in North America.

Citi raised its 2025 EPS estimate

Citi is increasingly bullish on this packaging stock

Mon, 07 Jul 2025 10:00:00 -0400

Citi is turning increasingly positive on the beverage packaging sector, highlighting stronger-than-expected demand and potential upward revisions to guidance.

This sets the stage for a potential wave of guidance raises during second-quarter earnings calls, according to the analysts.

The Wall Street firm has placed Crown Holdings (NYSE: CCK) on a 30-day positive catalyst watch, citing its positioning to benefit from accelerating demand, particularly in North America.

Citi raised its 2025 EPS estimate

Citi is increasingly bullish on this packaging stock

Mon, 07 Jul 2025 10:00:00 -0400

Citi is turning increasingly positive on the beverage packaging sector, highlighting stronger-than-expected demand and potential upward revisions to guidance.

This sets the stage for a potential wave of guidance raises during second-quarter earnings calls, according to the analysts.

The Wall Street firm has placed Crown Holdings (NYSE: CCK) on a 30-day positive catalyst watch, citing its positioning to benefit from accelerating demand, particularly in North America.

Citi raised its 2025 EPS estimate

Citi is increasingly bullish on this packaging stock

Mon, 07 Jul 2025 10:00:00 -0400

Citi is turning increasingly positive on the beverage packaging sector, highlighting stronger-than-expected demand and potential upward revisions to guidance.

This sets the stage for a potential wave of guidance raises during second-quarter earnings calls, according to the analysts.

The Wall Street firm has placed Crown Holdings (NYSE: CCK) on a 30-day positive catalyst watch, citing its positioning to benefit from accelerating demand, particularly in North America.

Citi raised its 2025 EPS estimate

Citi is increasingly bullish on this packaging stock

Mon, 07 Jul 2025 10:00:00 -0400

Citi is turning increasingly positive on the beverage packaging sector, highlighting stronger-than-expected demand and potential upward revisions to guidance.

This sets the stage for a potential wave of guidance raises during second-quarter earnings calls, according to the analysts.

The Wall Street firm has placed Crown Holdings (NYSE: CCK) on a 30-day positive catalyst watch, citing its positioning to benefit from accelerating demand, particularly in North America.

Citi raised its 2025 EPS estimate

Industrial stocks Q2 earnings preview: Little has changed since Q1, says Jeffries

Sat, 05 Jul 2025 16:00:00 -0400

In its 2Q25 earnings preview for Industrials, Jeffries highlighted the 10% appreciation in XLI since the start of the year, the outperformance of machinery under coverage, the in-line performance of multis, and the underperformance of distributors.

Since the start of 2025, the firm’s machinery coverage is down ~1%, multis are down ~2%, and distributors are down ~5% compared with the S&P 500.

The firm’s stance is that, “[w]inners have continued to win and related multiples likely limit further upside barring an economic re-acceleration.”

Even as 2Q demand dynamics are mostly unchanged compared to Q1 levels, the firm expects that Q2 revenues will mostly

Industrial stocks Q2 earnings preview: Little has changed since Q1, says Jeffries

Sat, 05 Jul 2025 16:00:00 -0400

Since the start of 2025, the firm’s machinery coverage is down ~1%, multis are down ~2%, and distributors are down ~5% compared with the S&P 500.

The firm’s stance is that, “[w]inners have continued to win and related multiples likely limit further upside barring an economic re-acceleration.”

Even as 2Q demand dynamics are mostly unchanged compared to Q1 levels, the firm expects that Q2 revenues will mostly

Industrial stocks Q2 earnings preview: Little has changed since Q1, says Jeffries

Sat, 05 Jul 2025 16:00:00 -0400

Since the start of 2025, the firm’s machinery coverage is down ~1%, multis are down ~2%, and distributors are down ~5% compared with the S&P 500.

The firm’s stance is that, “[w]inners have continued to win and related multiples likely limit further upside barring an economic re-acceleration.”

Even as 2Q demand dynamics are mostly unchanged compared to Q1 levels, the firm expects that Q2 revenues will mostly