Tag: u.s. economic data

Most investors have likely come across the concept of the K-shaped economy — our industry does love to put letter shapes on things. In...

Upcoming interim reports will provide insights into corporate health during the quiet gap between Q1 and Q2 earnings seasons. Data from Costco, Ford, and The...

Strong YTD box office ticket sales suggest consumers are still spending selectively despite inflation and macro uncertainty A formidable Q2-Q3 movie lineup may keep families...

The U.S. housing market is experiencing a significant supply-demand imbalance, with housing starts reaching a one-year high even as existing home inventory remains sluggish...

Oil prices soared to kick off March after weekend military strikes on Iran, raising geopolitical tensions and inflation expectations Earnings are also in focus as...

Amid earnings and conferences, a packed week of macro releases could reshape the growth and inflation narratives heading into March Q4 GDP and PCE inflation...

After tonight’s NVIDIA (NASDAQ:NVDA) earnings report, inflation data will be the focus, particularly after last week’s dovish pivot from Fed Chair Powell at Jackson...

Stocks have been resilient since the July jobs report, with interest rate cuts now not just a hope, but a legitimate expectation Jay Powell gives...

We are now in the final peak week of the Q2 earnings season, S&P 500 EPS growth continues to improve, now at 11.8% YoY A...

There have been mixed messages on the consumer front from both economic gauges and Q2 earnings reports The major retailers begin reporting in three weeks,...