Additional Uncertainty

The big things you need to know:First, the various earnings stats we track point to a sleepy start to reporting season, suggesting to us that geopolitics hasn’t been the only thing contributing to the US equity market’s recent gyrations. These stats also highlight how the mega ca ...  Show more

The big things you need to know:First, our thoughts on earnings heading into 4Q25 reporting season – questions we think need answering and stats we’re watching.Second, other updates include our thoughts on implications in house views on the Fed for our own US equity market outloo ...  Show more

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US stocks rally continues after Chairman Powell’s comments. French developments and ECB doves keep euro in check. China reacts to bond market rally, but real issu ...

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Gold edges lower, dollar shines after another round of rosy US data. Australian dollar recovers on RBA decision and China stimulus hopes. Shares on Wall Street lo ...

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‘Higher for longer’ fears ease as US consumers spend less. Pullback in yields propels S&P 500 to another record close. Dollar softness props up euro as ECB do ...

Lori Calvasina of RBC Capital Markets and Adam Crisafulli of Vital Knowledge discussing the ongoing equity pullback and Calvasina digs into why her S&P 500 bear case is now the base case. Our Megan Cassella reports on the White House’s tariff plans targeting China, while Pippa ...