Weekly State of the Market: September Getting Dicey Already?

We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even...

by Ian Shephardson of Pantheon MacroEconomics The first indication that January’s warmer-than usual weather would boost economic activity was...

Burgeoning ‘green shoots’ bring hope for an economic recovery The last time I used the term “green shoots” was...

This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...

ByMichael WursthornDec. 1, 2019 5:30 am ET The bears are circling retailers ahead of the holiday season. Short sellers...

Aggregate Estimates and Revisions by David Aurelio Fourth quarter earnings are expected to increase 11.9% from Q3 2016. Excluding the...

A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes...

 Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve...