Softer Tone on China Is Encouraging, but Some Caution Still Advised
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Clouds of uncertainty continued to hang over U.S. equity markets last week.
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Last week we were able to check several of the boxes on our stock market bottoming process checklist. Panic-level fear in investor surveys?
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Markets got quite a surprise from the Trump administration last week in the form of tariffs above even the most aggressive forecasts, increasing the risks to
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Wednesday is the big day when the Trump administration will provide more clarity on their tariff plans. The latest
news has been a mix of encouraging talk about
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Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference. The Chairman of the Fed
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U.S. equity markets officially entered correction territory last week for the first time in 344 trading days. Tariff uncertainty feeding into economic growth
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Navigate the complex interplay of strategic and tactical investing: we explore how these distinct approaches diverge in today's markets, examining the factors
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Fourth quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according to FactSet
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As the Federal Reserve's (Fed) shift from a zero interest-rate policy (ZIRP) coincides with a substantial $7.5 trillion refinancing cycle, markets are also
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Stocks continued to climb the wall of worry last week and shrugged off tariff headlines, inflation volatility, and signs of a slowdown in retail spending
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Our better-than-expected, or bull case, would feature an extension of strong artificial intelligence (AI) driven earnings growth and investment boosting
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