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
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.
With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking
Earnings season is underway and, thanks to the banks, it’s off to a good start. Currently, consensus estimates are calling for a strong 12% year-over-year
With 2024 fully behind us, it’s a good time to celebrate our winning calls from last year while also reviewing some mistakes to learn from
To say the U.S. economy has been difficult to read is an understatement. From generationally high inflation and interest rates to concerns about the labor
Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks
Trade dynamics have shifted considerably since President Trump’s first administration. Reshoring among U.S. businesses and headwinds to the Chinese economy may limit the inflationary impact
As Election Day approaches, we discuss potential stock market implications of various possible outcomes. But before we get into that, we offer our regular public
