by F.L.Putnam | May 6, 2025 | Blog Posts
Key Data Points to Watch in May Rest of Q1 2025 corporate earnings. The remaining 25% of S&P 500 companies that have not yet reported March quarter earnings will be reporting over the coming weeks. Earnings growth so far has been ahead of expectations, at 12% vs...
by F.L.Putnam | Apr 3, 2025 | Blog Posts
Our optimism for the economy and markets in 2025 has been tempered by the fairly large tariffs announced in April. The economy had, on balance, been solid prior to the tariff announcements, although a few signs of weakening had emerged. Some indicators, like credit...
by F.L.Putnam | Mar 5, 2025 | Blog Posts
We remain optimistic about the economic (and therefore market) outlook for 2025, although we are closely watching a variety of indicators for signs of weakness. Some indicators, like credit spreads, CEO confidence, small business optimism, equity market breadth, and...
by F.L.Putnam | Feb 4, 2025 | Blog Posts
In January, we saw the inauguration of a new administration, which has wasted no time in imprinting its agenda onto the government. We view some of the announced actions as positive for corporate profit growth (and therefore markets), while others are negative. At the...
by F.L.Putnam | Jan 16, 2025 | Blog Posts
Workers with reduced or eliminated Social Security payments will regain their benefits with a new law that passed just days before congress adjourned. The Social Security Fairness Act of 2023 cleared its final hurdles passing the Senate on December 27, 2024, and was...
by F.L.Putnam | Jan 7, 2025 | Blog Posts
By Ellen Hazen, CFA®, Chief Market Strategist What We Are Watching in January and in 2025: As we look to 2025, we see a continuation of many of the trends we observed in 2024. Economic indicators have generally remained strong, and we expect this to continue in 2025....
