Recent equity rotations reflect a downgrade to the market’s outlook for economic growth, but the prospect of Fed easing has left the S&P 500 near its all-time high.

By: David Kostin

In times where there are a lot of moving parts, and big uncertainty, it’s a good idea to back to basics. The real engine behind the market moves is corporate earnings growth.

By: Gustavo A. Cano

"Bulls are leaving the building: II bears are rising as bulls drop to lowest level of 2024. S&P 500 has struggled to make sustained upside progress over the past decade when the Bull - Bear Spread has been less than 20%."

By: Daily Chartbook

"Consensus projections for the 12-month forward EPS growth continue to rise, as the broader market (i.e. the S&P493 in the US) embarks on an earnings upcycle after returning to profits for the first time in six quarters this season."

By: Daily Chartbook

Fun fact for today. From January 2021 through August 2024, the aggregate weekly paycheck for nonfarm employees (private nonfarm payroll times average weekly earnings) has increased by 29.3%.

By: Paul Kasriel

Recession Risk is Rising

By: Topdown Charts

Investment Manager Index: "Risk appetite has deteriorated sharply in September to its lowest for nearly two-and-a-half years ...

By: Daily Chartbook

In its latest survey, the NFIB revealed that a net 37% of firms reported lower earnings over the past three months, the worst reading since the Great Recession.

By: Peter Berezin

🏎️ Ferrari Has Been Crushing Dollar General: Here’s What That Tells You

By: Stephane Renevier, CFA

🚨IS THIS THE BIGGEST CONCENTRATION BUBBLE IN HISTORY?🚨

By: Charles-Henry Monchau, CFA, CMT, CAIA