This Wednesday, we will get confirmation on what has been the most anticipated economic event of the year, United States Q1 GDP growth. We may also receive insights about the economy and interest rates from the Fed, which has a meeting this week as well.
It's clear that… More >>
It’s the start of earnings season, so let's take an early look at the numbers. With 56 of the S&P 500 companies reporting so far, earnings are coming in better than expected with 43 companies (77%) beating estimates.[i]
Some bad news in the numbers appears on two… More >>
As is customary for us at Phillips and Company, we use the end of each quarter as an opportunity to look at what's ahead in the coming quarter from a market perspective.
Unlike many of the past quarters over the last 5 years, this quarter has the most pivotal issues to… More >>
The time is growing near when we can start to filter the economic and earnings data from the general noise in the typical information flow of the markets.
In my opinion, the classic Bull vs Bear clash will break down to two themes that are on the same side of the coin. Both… More >>