The Inflation Clock is Ticking on Earnings as Gulf Hints at 2022-redux in 2026
War in the Middle East and closure of the Strait of Hormuz has resulted in…
War in the Middle East and closure of the Strait of Hormuz has resulted in…
U.S. stocks remain off their highs and despite some relative performance improvement since the war…
U.S. large cap stocks have broken down through the key 100-day moving average support level…
It is no secret that private credit redemptions are rising as concerns about default risk…
Geopolitical risks may weigh on the outlook for stocks in the short run, with the…
Trade policy may remain a source of anxiety for markets for some time to come….
Lessons from the internet buildout at the turn of the century and productivity boom in…
Elevated fiscal spending, easy monetary policy, trade tensions and geopolitical strains may imply inflation risk…
Metals prices are breaking records so far in 2026, hitting new all-time price highs and…
The FOMC paused rate cuts in January, with stabilizing labor markets and inflation pressures offering…
The jobs market has signaled a weak economy for years, even as other indicators such…