public Week Ahead • 3 min read The Economic Week Ahead: August 26-30 This week will include the first clues on the economy's performance in August. We're expecting to…
paid Earnings Season • 3 min read S&P 500 EPS At Record High During Q2 Now that the S&P 500 companies are more than 90% through the Q2 earnings reporting season, let'…
paid Earnings Season • 3 min read An Earnings-Driven Bull Market Yesterday, we suggested that the stock market selloff since the July 16 record high in the S&P 500…
paid Banks • 3 min read Banking on Looser Regulation Bank stocks popped today after Reuters reported that the Fed is considering relaxing a regulation, i.e., the GSIB Surcharge.…
paid Earnings Season • 2 min read Market Call: Sharp U-Turn The S&P 500 bottomed most recently on April 19 at 4967.23, rising to 5222.68 on Friday.…
paid S&P 500 • 2 min read Weakening Global Economic Growth Is A Mixed Bowl Of Nuts We are still aiming for 4600 on the S&P 500 before the end of this year. That'…
paid Banks • 2 min read Q2 Earnings Reporting Season Starts With the Big Banks The Q2 earnings season starts off this week with the major banks reporting their results. Based on weekly data provided…
paid S&P 500 • 1 min read S&P 500 Consensus Forecasts Relatively Steady Recently We now have analysts' consensus estimates for the operating earnings per share of the S&P 500 through…
paid Recession • 1 min read No Recession In Banking & Production The S&P had another good day today following relatively upbeat reports from the banks about their business. The…
public SPX Earnings • 1 min read Apple & FedEx Spook the Market Halloween is a month away. The Q3 earnings season starts early next month. But analysts and investors are already getting…