So where are corporate profits going to come from as globalization, price-gouging, planned obsolescence, shrinkflation and immiseration run out of rope? We all know there's a time lag between the...
March New Home sales came in better than expected at 724K (vs 684K estimates), as the 30-YR average fixed mortgage went from 6.76% to 6.65%. More details +50K new homes sold over last month (+7.4%),...
President Trump’s 100th day doesn’t come until April 29. It feels like it’s been more like 1,000 days. If you feel utterly confused and have no idea what’s going on, know that you’re not alone....
Macro field conditions remain messy for U.S. equity markets. Since the April 2 unveiling of reciprocal tariff rates from the White House, there have been more questions than answers on what comes...
Markets surged on Trump’s softer tone—but trust remains fragile. Gold tumbled, Tesla rallied, and the S&P 500 sits in no-man’s land. With big tech earnings and tariff twists ahead, calm may be...
Stocks extend the recovery after +2% gains yesterday. Trump softens his stance on Powell & China. Tesla jumps despite missing earnings forecast. Oil holds onto yesterday’s gains. Stocks Extend...
Markets have had a rollercoaster 24 hours as President Trump has once again proved to be the market driver. Wall Street looked ready to extend its best gains in two weeks, with S&P 500 futures...
Next week’s initial estimate for US GDP in the first quarter is on track for a sharp downshift in growth, based on the median nowcast calculated by CapitalSpectator.com via several sources. Output is...
In this issue of LSEG Lipper’s US Mutual Funds & Exchange-Traded Products Snapshot, we feature a summary of total net assets (TNA) and estimated net flows (ENF) for responsible investments...
With recession odds rising and the stock market down, it is no surprise that President Trump thinks the Fed's ‘wait-and-see’ approach to rate cuts is a mistake. And there’s some chance he’s right....