“The consensus has been wrong since January,” Apollo Global Management Chief Economist Torsten Sløk wrote on Wednesday.
Inside the Fed’s economic projections, ‘something isn’t adding up’ according to SoFi investment chief
September 19, 2025
Top analyst says the U.S. bull market dates all the way back to the 1980s, and stocks just hit a potentially unsustainable 363% of GDP
September 23, 2025
The U.S. economy is running even hotter than previously thought, and GDP growth could reach 4% in Q3
Stocks just hit a staggering 363% of GDP.
Seventy-six percent of the companies reporting their Q2 results so far have beaten earnings estimates, JPMorgan says.
"Today a confluence of factors argue that the key tail risk that may not be priced in is not just a cyclical recovery, but…
"Central to our view," Morgan Stanley's Mike Wilson argues, "is the notion that the economy has been much weaker" than the…
Morgan Stanley's Mike Wilson was a lonely voice on Wall Street calling a "rolling recession" when others saw a boom. Now he sees…
We've heard the labor market is in a "low-hire, low-fire" kind of environment. The "low hire" part seems to be true, the other…
