LATEST ARTICLES

The Blackest Black Box Mid-Session Review Ever

The Blackest Black Box Mid-Session Review Ever

The Administration's Mid-Session Review fails to provide updated economic forecasts, relying on stale projections from last year. Current GDP growth and the NY Fed nowcast track more closely with conservative private-sector surveys.

EDITOR'S CHOICE

Sheraz Mian

S&P 500 earnings are projected to grow 23% in Q3, extending a 12-quarter winning streak as revisions broaden across...

Lance Roberts

Rising inflation and deficits are pushing global bond yields higher, with the US 10-year Treasury hitting 4.42%.

Pretiorates

Fed Chair Kevin Harsh faces immediate pressure as rising Treasury yields and record margin debt signal market fragility.

IN THE SPOTLIGHT

Fredrik Arnold

TORM is poised for a 41.7% return next year, driven by a massive 28.9% dividend yield and steady price gains.

Lucas Juery, CFA

The United States dominates global wealth with over 23 million millionaires, more than quadruple China's total.

Gregor Horvat

The S&P 500 pushes toward new highs between 7,875 and 7,950 as it enters the final leg of a recovery stage.

Norman Mogil

Canada’s trade walkout highlights minimal economic exposure and deep U.S. reliance on Canadian energy and potash.

H143 Capital

Suja Life trades at a deep discount despite double-digit growth in its functional beverage portfolio.