Karl Farmer says investors have to "be comfortable with short-term volatility" as the markets approach the 3Q. He's looking to any modifications coming to the Trump Administration's 90-day tariff pause for further clarity to escape the elevated volatility from 2Q. In terms of stock picks, Karl likes PepsiCo (PEP), Thermo Fisher Scientific (TMO) and UnitedHealth (UNH).
Market On Close
20 Jun 2025
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