Research Blog

Prev 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 Next

Weak Jobs Report All But Locks In Fed Rate Cut; All Eyes on Inflation Data

9/10/25

Consumer behavior is again in focus this week, with Kraft-Heinz announcing a major spinoff due to shifting preferences.

Analyst Days and Shareholder Meetings Add Color to an Active Macro Backdrop

9/09/25

Amid a busy economic and corporate calendar, key company events like Analyst Days and Shareholder Meetings are providing investors with potentially surprising new information on short-term trends and strategic plans.

Conference Season Ramps Up: Key Insights on Consumer Strength, Tariffs, and the AI Revolution

9/03/25

Executives and analysts have returned from August holiday, and conference season is already back in full swing.

NVIDIA, PCE Inflation, and Auto Sales May Shape the September Backdrop

8/27/25

After tonight’s NVIDIA earnings report, inflation data will be the focus, particularly after last week’s dovish pivot from Fed Chair Powell at Jackson Hole.

Tech Tumbles, All Eyes on Nvidia

8/25/25

Last week saw a volatile tech market, rescued by the Fed's remarks, with all eyes now on Nvidia's earnings and mixed results from the retail sector.

Jackson Hole and Other Macro Data On Tap: Key Takeaways for Investors

8/20/25

July CPI, PPI, and Retail Sales are in the rearview mirror, and investors now look ahead to a trio of key potential macro volatility catalysts this week.

Consumer Health in the Spotlight Ahead of Key Retail Earnings Reports

8/18/25

Retail reports will be in focus this week with names like Walmart, Target, Home Depot, Lowe’s, TJX Companies and more releasing results.

Strong Earnings and Favorable Inflation Readings: What's Next for U.S. Equities?

8/13/25

Strong Q2 earnings and a cooler inflation report point to a favorable environment for U.S. equities through year-end, driven by robust tech performance and potential interest rate cuts.