"Earnings revision trends improved across the board over this past month but revision ratios are still below 1.0 (more cuts than raises to estimates) in all three size segments (and weakest in small caps)."

By: Daily Chartbook

"Investors continued to demand technology funds while both cyclicals ex. tech and defensives—utilities in particular—saw outflows."

By: Daily Chartbook

Without the Magnificent 6, S&P 500 earnings growth in Q4 would be a lot lower.

By: Irene Tunkel, CFA

What did Chairman Powell tell 60 Minutes last night? Basically, there’s no rush to cut interest rates at this time but they’re not going to wait to achieve 2% inflation target before cutting.

By: Leo Kolivakis

Upside in January jobs report is that breadth of job gains strengthened considerably …

By: Liz Ann Sonders

BOOM! US jobs CRUSH expectations again!!

By: Leo Kolivakis

🌏 Is Your Portfolio Hedged Against Rising Geopolitical Risks?

By: Reda Farran, CFA

Defying logic.

By: Otavio (Tavi) Costa

Inflation: The last mile will be the hardest ... ?

By: Christof Leisinger

"At the current monthly rundown pace, excess savings should continue to support consumer spending at least through the rest of 2024."

By: Daily Chartbook