Resilience Amid Disruption: Markets Navigate War, Inflation, and AI Investment
By Ellen Hazen, CFA®, Chief Market Strategist Growth remains resilient despite geopolitical uncertainty Earnings upside is exceeding expectations and supporting equity valuations Markets are being driven by an expanding AI capital spending cycle Prediction markets can offer incremental signals Macro backdrop. Entering 2026, we saw three positive forces underpinning the US economy. Fiscal stimulus provided […]
What the One Big Beautiful Bill Could Mean for Investing
What We Are Watching for in July Tax bill update. As of this writing, both the House and the Senate have passed versions of President Trump’s “One Big Beautiful Bill” (OBBB). The House will take up the Senate bill shortly and it is expected to be signed into law over the July 4 weekend Tariff […]
Tariffs, Earnings, and the Markets
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 7%. As clarity on tariffs and other administration […]