Seventy-six percent of the companies reporting their Q2 results so far have beaten earnings estimates, JPMorgan says.
The ‘Fed put’ is back: If Tuesday’s inflation report is bad expect chaos in the markets
August 11, 2025
Stocks leap on Palantir earnings, but Goldman warns the U.S. ‘is near stall speed’—where the economy ‘weakens in a self-reinforcing fashion’
August 5, 2025
The U.S. economy may be ‘bad to ugly’ right now, but investors are loving every minute of it
Lurking in the background, as always, are the big macro questions about President Trump’s tariff deals.
Jobs reports, a key inflation reading and the Federal Reserve’s interest rate decision all hit over the next 14 trading sessions.
Investors are positioning themselves for some excitement today. They are likely to get it—as we get new numbers on U.S. GDP, a…
Here's why stock investors seem to love trouble so much.
Wall Street charged toward new highs Wednesday as cooling wholesale inflation fueled hopes for a Fed rate cut—and AI excitement…
“The consensus has been wrong since January,” Apollo Global Management Chief Economist Torsten Sløk wrote on Wednesday.
