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The S&P Has Outperformed Forecasts Raising The Bar For The Future
The S&P 500 is delivering one of the strongest earnings seasons in decades, creating a powerful backdrop for advisors evaluating equity allocations, valuation discipline, and forward return expectations.
Apple And MAGS Signal A Renewed Phase Of Leadership
The market’s most influential leadership trade has reasserted itself.
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Did China Call Trump's Bluff?
If China is paying for the tariffs, then there is no price differential and no improvement in U.S. competitiveness. You can't have it both ways.
Trump May Have Made Himself the Recession's Scapegoat
If the markets are to be believed, the potential for a U.S. recession has never been greater in the post-crisis era. And some blame the White House.
Goldman Now Expects Fed to Cut Three Times in Total This Year
The investment bank no longer expects a trade deal with China before the 2020 election and said the Fed has grown increasingly responsive to trade.
Judges to hear appeal in lawsuit over John Steinbeck works
Another chapter is set to play out this week in a decades-old family dispute over control of the classic works by author John Steinbeck.