PEAK TARIFF UNCERTAINTY BEHIND US — PEAK ECONOMIC UNCERTAINTY IS NOT
By Nigam Arora
Nigam Arora returns to the Schwab Network to share why he remains bullish on the markets, pointing to institutional investors now entering “chase mode” after The Arora Report’s early repositioning ahead of April’s pullback. In a wide-ranging interview, Nigam outlines his stagflation outlook, names key stocks The Arora Report is buying now—including Microsoft (MSFT), TXNM Energy (TXNM), and Boston Scientific (BSX)—and explains why UnitedHealth Group (UNH) may be at a turning point.
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May 16, 2025