US stocks rose to record highs on Wednesday. European stocks did the same today after the ECB lowered its official interest rate…
The S&P 500 rose to yet another record high today, once again led by semiconductor stocks, in particular, by Nvidia…
Our economic and S&P 500 forecasts are underpinned by our forecasts for corporate revenues, earnings, and profit margins. We often…
The financial markets seem to believe that the Fed Put is back. The recent batch of weaker-than-expected economic indicators raised the number…
A growth recession is still rolling through the goods sector. Real consumer spending on goods has been flat at a record high…
This week, May's employment report (Fri) is likely to be the most important one. We expect the labor market cooled…
Friday was another wild ride on the S&P 500 rollercoaster. At first, stock prices rose after April's PCED…
US Economy I. Banks Versus Nonbanks. The resilience of the US economy has been impressive over the past two years in the…
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Yesterday, Minneapolis Fed President Neel Kashkari told CNBC that he wants to see "many more months of positive inflation data"…
Geopolitical events can shake up the stock market, sometimes providing buying opportunities. The current geopolitical landscape is unsettled and unsettling, with potentially…
Inflation is the number one economic concern among consumers today. It's also moderated significantly since the summer of 2022; the…
