Q2 2025 Earnings Preview: Modest Growth Expected Amidst Economic Crosswinds
S&P 500 Earnings Per Share (EPS) growth expected to come in at 4.8% for Q2, which would be the lowest growth rate since Q4...
This Week the July 6-month Calendar Range Resets
First some facts about the July Calendar Range
The July PatternThe Six-Month Calendar Ranges
Provides directional bias for the next 6 to 12 months.
January and July...
Buybacks Reach Record Highs as Q2 Earnings Season Nears
Q1 2025 buybacks reached a record $293B, with analysts expecting 2025 total buybacks to hit $1T.
The top 20 S&P 500 companies continue to dominate buyback...
The Great ESG Rebrand: Why A Quieter Approach To Sustainability Is Winning
Corporate executives are shifting from optics to outcomes when it comes to ESG
Public sentiment is important, and new regulations are vital to reshape sustainability’s...
Energy Sector Insights: Tariffs, OPEC+ and WTI Crude Oil
Last week I covered solar energy.
I still say that all energy hands will be needed on deck to support the demands of AI, not...
NYSE Composite Breakout Watch: Positive For Stocks
Stocks continue to trend higher as investors cheer on new highs.
And better yet, another important broad index (that was recently lagging) is making new...
Solar Energy ETF (TAN): All Energy Hands on Deck!
First, I have news!
For years, I’ve written Mish’s Market Minute Daily to help decode market trends.
Now I’m launching something new, a place to go...
Semiconductor Index Reaches Multi-Month Highs; 6000 Next?
Investors can find and invest in leadership in any sector. However, one sector that has been a sign of broad leadership and market risk...
Will Stagnant Economy Impact Key Stock Market ETFs?
Given how difficult it remains discerning between disinflation and stagflation, Friday’s economic status and price action did little to clarify definitively.
To sum up:
Disinflation or...
Is The U.S. Economy Facing Stagflation Or Disinflation?
Given how loosely all the title terms are used, let’s start with the definitions of each.
1. Disinflation
Definition: A slowdown in the rate of inflation—prices are...
