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Earnings season was supposed to be simple: margins near record highs, analysts expecting another solid quarter, and the Federal Reserve setting the stage for an easier policy path. But just as corporate America started polishing its prepared remarks, a familiar risk… More >>

Market pullbacks tend to make more noise in the headlines than in history. Since World War II, the S&P 500 has seen 48 corrections of 10% or more—but only 25% of those ever became true bear markets. That means three out of four times, investors who tuned out the… More >>

As we turn the corner into Q4, the economic data paints a story of contrasts and transitions—a “two-speed economy” where consumers continue to spend, yet job growth is faltering.  It’s a balancing act that will define the year-end and set the stage for 2026.   Take… More >>

Last week, the Federal Reserve delivered its long-awaited rate cut — the first in over a year. Normally, that kind of shift would send long-term yields lower.  Instead, the 10-Year Treasury Yield rose.  At first glance, it’s a paradox. But when you dig into the Fed’s… More >>