Analysts have been as indecisive as we've seen them, resulting in a rapid decline in estimates for 2025.

There are breadth thrusts, but then there are recession head fakes, and this one comes just ahead of downside risks to payrolls.

Companies are pausing spending, hiring, and now AI investment as they wait out uncertainties.

The market has taken one step closer to our base case for 2025, and the price action seems to confirm it.

The fear trade might not be what you think it is.

It is time to start looking ahead to earnings season, with the Banks kicking things off in less than two weeks.

Industrial Production in the U.S. has finally surpassed 2018 highs, which supports the case for a sustained bull market, but for now, this appears to be front-running tariffs.

It is all about sentiment for now.

There was another time when a disappointing trade deficit coincided with the overall stock market hitting the 200-day moving average.

The coming tariffs have caused a pullforward that is likely to become a strong tailwind for GDP starting now