Tech earnings will be more important Fed rate cuts next year, says Truist's Keith Lerner

Group 1 - The Fed's decision on interest rates is anticipated to have a significant impact on the market, with historical data suggesting that when the Fed cuts rates while markets are near all-time highs, the market has risen 93% of the time within a year [1] - Earnings reports, particularly from the tech sector, are expected to be crucial, with Oracle facing scrutiny regarding its position in the AI market [2] - The market is currently experiencing a pause in trading, but there is an expectation of strong gains as the year progresses, indicating resilience in the market [3] Group 2 - The upcoming year is projected to see low double-digit earnings growth, which is expected to support market advancement [4]