Earnings
Q1 2025 Earnings Update: Growth Hasn’t Slowed
May 6, 2025
We are closing in on the final stretch of the reporting season. Growth expectations have seen a sharp bounce higher as companies have beaten their bottom-line guidance.
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Page 95 of 844Financial News
Quick Comments/What We’re Reading
May 6, 2025
Today's topics include Timiraos previews the FOMC meeting, inflation, yesterday's ISM release, crude oil producers eye breakeven price, Buffett's victory tour, more on shipping logistics, CBO expects an August/September X-date, and is this a bear market rally or a new bull market?
Markets
Cartoons
May 6, 2025
Markets
Cot Commentary: Large Specs Ditching Gold Into the 2025 Rally
May 5, 2025
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.
Financial News
Quick Comments/What We’re Reading
May 5, 2025
Today's topics include Timiraos reaffirms Fed's wait-and-see approach, stocks go streaking, bearish sentiment, today's tariff headlines, Trump vs. Powell, more on Q1 GDP, the odds of a recession, and China already finding ways to disguise exports to U.S.
Humor
Cartoons
May 5, 2025
Data Reports
Employment in Pictures – A Strong Month Before Tariff Impacts
May 2, 2025
Nonfarm payrolls grew by 177k jobs in April, above the most optimistic estimate. At the moment, this news is an optimistic sign given the tariff shock to global trade.
Financial News
Quick Comments/What We’re Reading
May 2, 2025
Today's topics include the latest in shipping, why has Gen Z not reentered the labor market?, when will the Fed cut?, Vanguard's S&P 500 ETF sees massive inflows, food prices, China signals willingness to 'talk', details on Japanese trade talks, and foreign investors in Treasuries
Humor
Cartoons
May 2, 2025
Markets
Conference Call Replay – Are We Going to Have a Recession?
May 1, 2025
Actual, hard economic data is giving little cause for concern and risk markets are clawing their way higher. Soft survey data, on the other hand, is painting a more alarming picture of the future. This puts the Fed in a difficult situation. Join us Thursday as we discuss why the Fed needs to remained focused on their inflation mandate, even if it comes at the cost of a weaker economy.
Data Reports
Total Return Review – Some Common Themes Continue
May 1, 2025
Gold and TIPS returns have trended higher this year on inflation concerns. The dollar has depreciated and U.S. stocks have lagged as investors remain concerned about the consequences of the trade war.
Conference Call
Are We Going to Have a Recession?
May 1, 2025
Join us today, May 1, for our next conference call.