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Indicators Point to Higher Market Upside After Strong Earning Reports

by The Wealth Advisor Contributor
Strong earnings momentum—particularly across AI-linked sectors—continues to underpin equity market resilience and supports the case for further upside. With major indices hovering near record levels and the S&P 500 delivering its strongest monthly performance since late 2020, the current environment is being driven less by multiple expansion and more by fundamental profit growth.

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Private Credit Could Spark Psychological Contagion, Barr Warns

(Bloomberg) - Federal Reserve Governor Michael Barr said stress in private credit could spark “psychological contagion” leading to a broader credit crunch, once again warning against loosening the reins on Wall Street at a time

Bessent Says US Is ‘Suffocating’ Iran With Oil Industry Creaking

(Bloomberg) - Treasury Secretary Scott Bessent said the US is “suffocating” Iran with economic and financial pressure, suggesting that the rulers in Tehran will eventually buckle.

Kevin Warsh Says He Favors A More Dynamic Approach To Monetary Policy

Incoming Federal Reserve Chair Kevin Warsh signaled during his confirmation hearing that he favors a more dynamic and openly debated approach to monetary policy deliberations, suggesting that more rigorous internal disagreement can ultimat

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Commentaries

Block Trade Bust Renews Hedge Fund Leverage Debate

What might be the largest margin call in history is ringing fresh alarm bells on Wall Street among those worried about hidden leverage.

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How Carl Icahn Lost $5 Billion In 7 Years

Cashing out Netflix in 2013 is only the biggest of the noted Wall Street shark's missteps. Has the market changed or has he simply lost the beat?

Commentaries

Ken Fisher's Big Tech Bets Are Especially Vulnerable

Despite claims to the contrary, Ken Fisher's Silicon Valley exposure hasn't varied much from the biggest and most passive index funds.

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LPL, BofA: Why April Favors The Bulls

For investors dealing with a case of seasonal whiplash, there's some potentially good news: April tends to be a strong month for the stock market.

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Bill Ackman’s Pershing Square USA Sinks 16% After $5 Billion IPO

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The Only Number That Matters For 'Magnificent 7' Earnings This Week: Morning Brief

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Microsoft Beats But Expectations Were Steep

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Oil Prices May Spike Again As 'Something is Off' With the Current Math, JPMorgan Says

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