(Dec 30): While tariffs and shaky consumer confidence continue to create headwinds for corporate America, they’re set to lift earnings growth for US materials stocks to the highest in five years. Amcor expects to reach its 2026 outlook through synergies, without relying on macroeconomic improvement or a rebound in customer or consumer demand, CEO Peter Konieczny said on a call. Increased volumes from packaged food makers isn’t something seen from the rest of the group’s client base and overall packaging demand remains mixed. Still, its earnings are set to return to growth after four straight years of declines. In construction materials, companies like CRH plc should see demand strengthen as lower interest rates reduce borrowing costs.

Source: The Edge Markets December 30, 2025 12:29 UTC