Carson Group's Detrick: 'We do not see recess...

Robert Gilhooly, senior emerging markets economist at Aberdeen Investments, discusses the adage that the first shots of war are a time to be buying investments, and he says investors might want to take more of a wait-and-see approach, at least until they get more clarity on how t ...  Show more

Jay Jacobs, U.S. head of equity ETFs at BlackRock, says that the artificial-intelligence revolution has delivered massive spending, but not at levels that have been spent relative to gross domestic product, during other generational shifts like the introduction of the automobile. ...  Show more

After the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately factor-in elevated earning risks.

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As the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “soft landing” and “no landing” outcomes. 

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While European earnings have been remarkably resilient this year, and consensus estimates for earnings and corporate margins remain high, there may be reason to believe there’s further yet to fall. 

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Last week stocks rallied quickly but dropped just as fast as markets continue to hope for a more dovish Fed, but will this 2-way risk continue as evidence for a drop in earnings continues to accumulate?

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Welcome to Though ...